Fidelity US Multifactor ETFFLRGETF
13F holders, Q3 2024 (September 30)18holders +1
7new positions
6sold out
$33.86avg. 13F price*
At the end of Q3 2024, 18 institutions reported holding Fidelity US Multifactor ETF (FLRG) in their 13F filings, up 1 from Q2 2024. 7 opened new positions and 6 sold out. The largest holders were AE Wealth Management LLC ($36.9M), Commonwealth Equity Services, LLC ($27.6M) and IFP Advisors, Inc ($3.0M).
- Company
- Fidelity US Multifactor ETF
- CUSIP
- 316092378
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $44.4M |
| Exits | 6 | $6.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,345,990 shares bought and 212,874 shares sold, net +1,133,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| AE Wealth Management LLC | 0.33% | New | 1,089,674 | $36.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -0.2% | 815,981 | $27.6M |
| IFP Advisors, Inc | 0.11% | New | 87,291 | $3.0M |
| Centennial Wealth Advisory LLC | 0.91% | New | 69,168 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +7.3% | 55,016 | $1.9M |
| Western Wealth Management, LLC | 0.11% | New | 54,917 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +1576.2% | 24,874 | $842K |
| World Investment Advisors | 0.02% | No change | 20,500 | $694K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.7% | 16,535 | $560K |
| LPL Financial LLC | 0.00% | New | 8,568 | $290K |
| FMR LLC | 0.00% | Add +283.2% | 4,595 | $156K |
| UBS Group AG | 0.00% | Add +10830.0% | 2,186 | $74K |
| JPMorgan Chase & Co. | 0.00% | New | 1,347 | $46K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.4% | 1,153 | $39K |
| Principal Securities, Inc. | 0.00% | Add +0.3% | 1,021 | $35K |
| Harbour Investments, Inc. | 0.00% | New | 1,008 | $34K |
| Bank of Montreal | 0.00% | No change | 440 | $15K |
| Morgan Stanley | 0.00% | No change | 1 | $43 |
"% of holder's portfolio" is FLRG's weight in each manager's 13F, not the share of Fidelity US Multifactor ETF the manager owns.