Fidelity Low Durat Fact ETFFLDRETF
13F holders, Q4 2025 (December 31)126holders +17
22new positions
8sold out
$50.26avg. 13F price*
At the end of Q4 2025, 126 institutions reported holding Fidelity Low Durat Fact ETF (FLDR) in their 13F filings, up 17 from Q3 2025. 22 opened new positions and 8 sold out. The largest holders were Wells Fargo & Company ($51.4M), Raymond James Financial Inc. ($39.0M) and Athena Wealth Management, LLC ($37.6M).
- Company
- Fidelity Low Durat Fact ETF
- CUSIP
- 316188408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $25.1M |
| Exits | 8 | $1.4M |
All 13F filers, Q3 2025 → Q4 2025: 1,718,441 shares bought and 278,288 shares sold, net +1,440,153 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 126 holders
| Wells Fargo & Company | 0.01% | Add +2.9% | 1,023,685 | $51.4M |
| Raymond James Financial Inc. | 0.01% | Add +25.7% | 776,443 | $39.0M |
| Athena Wealth Management, LLC | 36.50% | — | 747,658 | $37.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +47.0% | 644,156 | $32.4M |
| LPL Financial LLC | 0.01% | Add +12.4% | 533,043 | $26.8M |
| AE Wealth Management LLC | 0.12% | Add +17.5% | 399,536 | $20.1M |
| Morgan Stanley | 0.00% | Add +1.8% | 371,438 | $18.7M |
| Financially Speaking Inc | 11.34% | Add +223.8% | 349,000 | $17.5M |
| Bank of America Corp. | 0.00% | Add +3.0% | 313,077 | $15.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 272,283 | $13.7M |
| MML Investors Services, LLC | 0.03% | Reduce -11.7% | 265,044 | $13.3M |
| Kestra Advisory Services, LLC | 0.05% | Add +25.8% | 246,400 | $12.4M |
| Osaic Holdings, Inc. | 0.02% | Add +10.4% | 206,882 | $10.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.0% | 202,621 | $10.2M |
| Kraft, Davis & Associates, LLC | 1.95% | Add +25.5% | 173,373 | $8.7M |
| UBS Group AG | 0.00% | Reduce -0.1% | 172,452 | $8.7M |
| Foundations Investment Advisors, LLC | 0.11% | Add +13.6% | 165,588 | $8.3M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +17.3% | 164,055 | $8.2M |
| WealthTrust Axiom LLC | 2.05% | Add +26.7% | 158,401 | $8.0M |
| Cedar Point Capital Partners, LLC | 4.05% | Add +5.1% | 126,328 | $6.3M |
| RCS Financial Planning, LLC | 2.63% | Add +8.1% | 121,192 | $6.1M |
| Royal Bank of Canada | 0.00% | Add +16.0% | 116,737 | $5.9M |
| Huntleigh Advisors, Inc. | 0.97% | Reduce -2.6% | 114,180 | $5.7M |
| Planning Directions Inc. | 2.87% | Reduce -4.6% | 113,546 | $5.7M |
| Koshinski Asset Management, Inc. | 0.37% | Add +172.0% | 113,050 | $5.7M |
| Perspective Wealth Advisors LLC | 3.90% | — | 109,018 | $5.5M |
| Arete Wealth Advisors, LLC | 0.37% | Add +5.0% | 106,151 | $5.3M |
| Mariner, LLC | 0.01% | Reduce -1.5% | 84,240 | $4.2M |
| HighTower Advisors, LLC | 0.00% | Add +19.1% | 83,262 | $4.2M |
| Lowery Thomas, LLC | 2.11% | Add +7.8% | 74,451 | $3.7M |
| Snowden Capital Advisors LLC | 0.09% | Add +8.8% | 71,800 | $3.6M |
| NWF Advisory Services Inc. | 0.39% | Reduce -8.3% | 70,881 | $3.6M |
| Lakeridge Wealth Management LLC | 1.54% | Add +9.1% | 67,619 | $3.4M |
| Cetera Investment Advisers | 0.00% | Add +1.2% | 65,932 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.8% | 60,002 | $3.0M |
| Sowell Financial Services LLC | 0.11% | New | 57,865 | $2.9M |
| Great Lakes Retirement, Inc. | 0.29% | Add +4.5% | 56,149 | $2.8M |
| Howard Wealth Management, LLC | 1.11% | Add +33.3% | 50,663 | $2.5M |
| Tableaux LLC | 1.71% | Reduce -46.5% | 44,076 | $2.4M |
| Schwallier Wealth Management LLC | 1.54% | New | 47,887 | $2.4M |
| Herbst Group, LLC | 1.41% | Add +19.8% | 47,600 | $2.4M |
| Flow Traders U.S. LLC | 0.08% | Add +457.3% | 47,483 | $2.4M |
| Cottage Street Advisors LLC | 1.01% | Add +115.7% | 47,462 | $2.4M |
| Meridian Wealth Management, LLC | 0.08% | Add +2.5% | 45,203 | $2.3M |
| Strategic Blueprint, LLC | 0.12% | Add +47.3% | 40,449 | $2.0M |
| Fidelis Capital Partners, LLC | 0.13% | Reduce -0.7% | 34,690 | $1.7M |
| World Investment Advisors | 0.03% | New | 34,255 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -71.7% | 33,124 | $1.7M |
| TradeWell Securities, LLC. | 0.60% | Add +11.7% | 30,790 | $1.5M |
| Flavin Financial Services, Inc. | 0.96% | Add +11.9% | 27,857 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.9% | 19,859 | $997K |
| Genesee Capital Advisors, LLC | 0.33% | Add +4.3% | 16,522 | $830K |
| Sugar Maple Asset Management, LLC | 0.53% | Reduce -7.0% | 15,608 | $784K |
| Savvy Advisors, Inc. | 0.02% | New | 14,746 | $741K |
| Tounjian Advisory Partners, LLC | 0.25% | Reduce -1.7% | 14,504 | $729K |
| Foronjy Financial LLC | 0.30% | Add +4.3% | 14,285 | $718K |
| Virtus Wealth Solutions LLC | 0.13% | Add +2.8% | 13,173 | $662K |
| Andrew Hill Investment Advisors, Inc. | 0.50% | Reduce -8.4% | 13,061 | $656K |
| Principal Securities, Inc. | 0.01% | Reduce -16.0% | 11,826 | $594K |
| &partners | 0.00% | Reduce -4.9% | 11,794 | $592K |
| Anson Capital, Inc. | 0.41% | Add +1.9% | 11,228 | $564K |
| Shufro Rose & Co. LLC | 0.04% | New | 11,100 | $558K |
| Elm3 Financial Group, LLC | 0.46% | Reduce -2.8% | 10,973 | $551K |
| Guidance Capital, Inc. | 0.13% | No change | 10,881 | $547K |
| Susquehanna International Group, LLP | 0.00% | New | 10,234 | $514K |
| Mach-1 Financial Group, LLC | 0.10% | New | 9,801 | $492K |
| Csenge Advisory Group | 0.02% | Add +18.6% | 9,596 | $482K |
| Revisor Wealth Management LLC | 0.12% | New | 8,858 | $445K |
| Seed Wealth Management, Inc. | 0.30% | No change | 8,700 | $437K |
| LaSalle St. Investment Advisors, LLC | 0.07% | New | 8,419 | $422K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +1.1% | 8,219 | $413K |
| Main Street Financial Solutions, LLC | 0.03% | Add +1.1% | 7,970 | $400K |
| LongView Wealth Management | 0.09% | Add +33.7% | 7,604 | $382K |
| Independent Financial Group, LLC | 0.01% | No change | 7,500 | $377K |
| Advisory Services Network, LLC | 0.01% | Add +46.1% | 7,444 | $374K |
| Southland Equity Partners LLC | 0.07% | Add +65.5% | 7,405 | $372K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.6% | 7,386 | $371K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.9% | 7,290 | $366K |
| New England Private Wealth Advisors LLC | 0.04% | Add +12.0% | 7,201 | $362K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -13.2% | 6,580 | $331K |
| GWN Securities Inc. | 0.07% | Reduce -14.0% | 6,575 | $330K |
| Seldon Capital LP | 0.11% | Reduce -18.9% | 6,552 | $329K |
| Liberty Wealth Management LLC | 0.04% | Add +0.9% | 6,519 | $327K |
| Global Retirement Partners, LLC | 0.01% | Add +1.1% | 6,504 | $327K |
| Parkside Investments, LLC | 0.04% | Add +30.0% | 6,500 | $326K |
| TD Capital Management LLC | 0.03% | Add +1.1% | 6,153 | $309K |
| DAVENPORT & Co LLC | 0.00% | Reduce -45.5% | 6,000 | $301K |
| Parsons Capital Management Inc. | 0.02% | New | 5,965 | $300K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -15.5% | 5,118 | $257K |
| Sigma Planning Corp | 0.01% | New | 4,823 | $242K |
| Addison Capital Co | 0.06% | No change | 4,479 | $225K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -32.1% | 4,450 | $224K |
| GK Wealth Management LLC | 0.16% | New | 4,429 | $222K |
| Accelerate Investment Advisors LLC | 0.14% | Add +2.2% | 4,283 | $215K |
| FMR LLC | 0.00% | Add +33.6% | 4,197 | $211K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -45.1% | 4,193 | $211K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2666.7% | 4,150 | $208K |
| WPG Advisers, LLC | 0.12% | New | 3,294 | $165K |
| JPMorgan Chase & Co. | 0.00% | Add +45.7% | 2,568 | $129K |
| West Branch Capital LLC | 0.03% | Add +1.0% | 2,355 | $118K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 2,000 | $100K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,000 | $100K |
| Citigroup Inc. | 0.00% | New | 1,915 | $96K |
| JFS Wealth Advisors, LLC | 0.01% | Add +1.1% | 1,896 | $95K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +122.7% | 1,799 | $90K |
| Elevated Capital Advisors, LLC | 0.02% | New | 1,756 | $88K |
| IFP Advisors, Inc | 0.00% | Reduce -33.3% | 1,321 | $66K |
| Comerica Bank | 0.00% | Reduce -7.6% | 954 | $48K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -79.1% | 564 | $28K |
| McIlrath & Eck, LLC | 0.00% | Reduce -48.2% | 427 | $21K |
| Root Financial Partners, LLC | 0.00% | Add +111.0% | 422 | $21K |
| Spire Wealth Management | 0.00% | Add +5.7% | 185 | $9K |
| JNBA Financial Advisors | 0.00% | Add +1.3% | 155 | $8K |
| Triumph Capital Management | 0.00% | New | 150 | $8K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -18.0% | 132 | $7K |
| Clarity Asset Management, Inc. | 0.00% | Add +1.9% | 109 | $5K |
| Tanglewood Legacy Advisors, LLC | 0.00% | New | 104 | $5K |
| Tsfg, LLC | 0.00% | Add +2.1% | 99 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 79 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 29 | $1K |
| Arax Advisory Partners | 0.00% | New | 23 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 23 | $1K |
| Allworth Financial LP | 0.00% | Add +0.0% | 19 | $978 |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 16 | $804 |
| New Millennium Group LLC | 0.00% | No change | 13 | $677 |
| Kingdom Financial Group LLC. | 0.00% | Reduce -99.9% | 10 | $485 |
"% of holder's portfolio" is FLDR's weight in each manager's 13F, not the share of Fidelity Low Durat Fact ETF the manager owns.