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Fidelity LOW Durat Fact ETF (FLDR)

CUSIP: 316188408 | NYSE | 261 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Athena Wealth Management, LLC801,191
28.6% of portfolio›$39.9M
Commonwealth Equity Services, LLC671,984
0.0% of portfolio›$33.4M
Kestra Advisory Services, LLC527,890
0.1% of portfolio›$26.3M
Wealth Management Resources, Inc.319,392
4.9% of portfolio›$15.9M
Koshinski Asset Management, Inc.185,960
0.5% of portfolio›$9.3M
Sowell Financial Services LLC176,817
0.3% of portfolio›$8.8M
Howard Wealth Management, LLC123,511
2.2% of portfolio›$6.1M
Kraft, Davis & Associates, LLC116,895
1.2% of portfolio›$5.8M
Prime Capital Investment Advisors, LLC97,690
0.0% of portfolio›$4.9M
OmniStar Financial Group, Inc.97,224
2.1% of portfolio›$4.8M
RCS Financial Planning, LLC85,798
2.3% of portfolio›$4.3M
Tableaux LLC85,381
1.7% of portfolio›$4.2M
Cottage Street Advisors LLC77,205
1.5% of portfolio›$3.8M
Cambridge Investment Research Advisors, Inc.69,189
0.0% of portfolio›$3.4M
Huntleigh Advisors, Inc.67,473
0.5% of portfolio›$3.4M
Great Lakes Retirement, Inc.65,054
0.3% of portfolio›$3.2M
NWF Advisory Services Inc.63,311
0.3% of portfolio›$3.1M
Flavin Financial Services, Inc.54,343
1.5% of portfolio›$2.7M
TradeWell Securities, Llc.41,255
0.7% of portfolio›$2.1M
Strategic Blueprint, LLC38,228
0.1% of portfolio›$1.9M
Elm3 Financial Group, LLC37,351
1.2% of portfolio›$1.9M
PFG Advisors31,612
0.1% of portfolio›$1.6M
FCG Investment Co28,995
0.5% of portfolio›$1.4M
Financially Speaking Inc26,902
1.6% of portfolio›$1.3M
LongView Wealth Management20,185
0.2% of portfolio›$1.0M
Davenport & Co LLC19,700
0.0% of portfolio›$980.1K
Parsons Capital Management Inc18,889
0.0% of portfolio›$939.8K
AdvisorNet Financial, Inc17,421
0.0% of portfolio›$868.3K
Genesee Capital Advisors, LLC15,926
0.2% of portfolio›$792.4K
Foronjy Financial LLC14,534
0.3% of portfolio›$723.1K
Meridian Wealth Management, LLC14,178
0.0% of portfolio›$705.4K
Guidance Capital, Inc12,239
0.1% of portfolio›$611.1K
Revisor Wealth Management LLC11,292
0.1% of portfolio›$563.2K
Csenge Advisory Group9,881
0.0% of portfolio›$491.6K
Anson Capital, Inc.8,533
0.3% of portfolio›$424.5K
Grimes & Co Wealth Management, LLC8,474
0.0% of portfolio›$421.6K
Virtus Wealth Solutions LLC8,283
0.1% of portfolio›$412.1K
Southland Equity Partners LLC7,777
0.1% of portfolio›$386.9K
Seed Wealth Management, Inc.7,750
0.2% of portfolio›$385.6K
Independent Financial Group, LLC7,500
0.0% of portfolio›$373.1K
Mowery & Schoenfeld Wealth Management, LLC7,437
0.4% of portfolio›$370.0K
New England Private Wealth Advisors LLC7,424
0.0% of portfolio›$369.3K
Sigma Planning Corp6,020
0.0% of portfolio›$299.5K
Balboa Wealth Partners5,628
0.0% of portfolio›$280.0K
GK Wealth Management LLC4,416
0.1% of portfolio›$219.7K
West Branch Capital LLC2,419
0.0% of portfolio›$120.3K
JFS Wealth Advisors, LLC1,955
0.0% of portfolio›$97.3K
Capital Investment Advisory Services, LLC1,490
0.0% of portfolio›$74.4K
IFP Advisors, Inc1,348
0.0% of portfolio›$67.1K
WPG Advisers, LLC1,174
0.0% of portfolio›$58.4K
Blueline Advisors LLC859
0.0% of portfolio›$42.7K
Spire Wealth Management855
0.0% of portfolio›$42.5K
Farther Finance Advisors, LLC668
0.0% of portfolio›$33.2K
Creative Financial Designs Inc654
0.0% of portfolio›$32.5K
Nova Financial LLC552
0.0% of portfolio›$27.5K
GHP Investment Advisors, Inc.511
0.0% of portfolio›$25.4K
Quest 10 Wealth Builders, Inc.173
0.0% of portfolio›$8.6K
Jnba Financial Advisors159
0.0% of portfolio›$7.9K
Triumph Capital Management150
0.0% of portfolio›$7.5K
Root Financial Partners, LLC83
0.0% of portfolio›$4.1K
Mosley Wealth Management42
0.0% of portfolio›$2.1K
Rossby Financial, LCC29
0.0% of portfolio›$1.4K
Tounjian Advisory Partners, LLC28
0.0% of portfolio›$1.4K
Kingdom Financial Group Llc.22
0.0% of portfolio›$1.1K
Elevated Capital Advisors, LLC21
0.0% of portfolio›$1.0K
Compass Financial Management LLC9
0.0% of portfolio›$448
Mainstream Capital Management LLC3
0.0% of portfolio›$149
StyleTurnoverLocationFiled
Athena Wealth Management, LLC
801,191$39.9M28.6%GARPMediumReno, NV2026-10-09
Commonwealth Equity Services, LLC
671,984$33.4M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
527,890$26.3M0.1%CoreLowAustin, TX2026-11-02
Wealth Management Resources, Inc.
319,392$15.9M4.9%ETFVery LowSmithfield, RI2026-10-21
Koshinski Asset Management, Inc.
185,960$9.3M0.5%ETFLowDecatur, IL2026-10-29
Sowell Financial Services LLC
176,817$8.8M0.3%CoreLowNorth Little Rock, AR2026-10-23
Howard Wealth Management, LLC
123,511$6.1M2.2%ETFVery LowMadison, CT2026-10-28
Kraft, Davis & Associates, LLC
116,895$5.8M1.2%ETFMediumSt. Louis, MO2026-10-21
Prime Capital Investment Advisors, LLC
97,690$4.9M0.0%ETFLowOverland Park, KS2026-10-20
OmniStar Financial Group, Inc.
97,224$4.8M2.1%ValueHighWilmington, NC2026-10-26
RCS Financial Planning, LLC
85,798$4.3M2.3%ETFMediumAnnapolis, MD2026-10-14
Tableaux LLC
85,381$4.2M1.7%ETFLowStockbridge, MA2026-10-23
Cottage Street Advisors LLC
77,205$3.8M1.5%GrowthLowMarion, MA2026-10-19
Cambridge Investment Research Advisors, Inc.
69,189$3.4M0.0%ETFLowFairfield, IA2026-11-02
Huntleigh Advisors, Inc.
67,473$3.4M0.5%GrowthMediumSt. Louis, MO2026-11-03
Great Lakes Retirement, Inc.
65,054$3.2M0.3%GrowthLowSandusky, OH2026-10-26
NWF Advisory Services Inc.
63,311$3.1M0.3%GARPLowLos Angeles, CA2026-10-19
Flavin Financial Services, Inc.
54,343$2.7M1.5%CoreVery LowMelbourne, FL2026-10-21
TradeWell Securities, Llc.
41,255$2.1M0.7%GrowthVery LowFort Wayne, IN2026-10-21
Strategic Blueprint, LLC
38,228$1.9M0.1%ETFLowAtlanta, GA2026-10-22
Elm3 Financial Group, LLC
37,351$1.9M1.2%GrowthMediumAlpharetta, GA2026-10-07
PFG Advisors
31,612$1.6M0.1%ETFMediumPhoenix, AZ2026-10-16
FCG Investment Co
28,995$1.4M0.5%GrowthHighGermantown, TN2026-10-13
Financially Speaking Inc
26,902$1.3M1.6%ETFHighGreenwood Village, CO2026-11-05
LongView Wealth Management
20,185$1.0M0.2%ETFLowAtlanta, GA2026-10-19
Davenport & Co LLC
19,700$980.1K0.0%CoreMediumRichmond, VA2026-10-14
Parsons Capital Management Inc
18,889$939.8K0.0%CoreLowProvidence, RI2026-10-28
AdvisorNet Financial, Inc
17,421$868.3K0.0%ETFLowMinnetonka, MN2026-10-15
Genesee Capital Advisors, LLC
15,926$792.4K0.2%ETFMediumAuburn, NY2026-10-20
Foronjy Financial LLC
14,534$723.1K0.3%ETFLowLos Osos, CA2026-10-14
Meridian Wealth Management, LLC
14,178$705.4K0.0%GrowthLowLexington, KY2026-11-05
Guidance Capital, Inc
12,239$611.1K0.1%ETFMediumLousville, KY2026-11-03
Revisor Wealth Management LLC
11,292$563.2K0.1%CoreLowAkron, OH2026-10-20
Csenge Advisory Group
9,881$491.6K0.0%ETFMediumClearwater, FL2026-11-04
Anson Capital, Inc.
8,533$424.5K0.3%ETFLowTyrone, GA2026-10-23
Grimes & Co Wealth Management, LLC
8,474$421.6K0.0%CoreLowWestborough, MA2026-10-29
Virtus Wealth Solutions LLC
8,283$412.1K0.1%Agg GrowthHighCranford, NJ2026-11-03
Southland Equity Partners LLC
7,777$386.9K0.1%ETFLowWildwood, MO2026-10-14
Seed Wealth Management, Inc.
7,750$385.6K0.2%ETFMediumEvanston, IL2026-10-20
Independent Financial Group, LLC
7,500$373.1K0.0%GrowthLowSan Diego, CA2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
7,437$370.0K0.4%GrowthMediumLincolnshire, IL2026-10-28
New England Private Wealth Advisors LLC
7,424$369.3K0.0%ETFVery LowWellesley, MA2026-10-19
Sigma Planning Corp
6,020$299.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Balboa Wealth Partners
5,628$280.0K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
GK Wealth Management LLC
4,416$219.7K0.1%GARPVery HighReno, NV2026-10-09
West Branch Capital LLC
2,419$120.3K0.0%GrowthVery LowAmherst, MA2026-10-20
JFS Wealth Advisors, LLC
1,955$97.3K0.0%ETFVery LowHermitage, PA2026-11-03
Capital Investment Advisory Services, LLC
1,490$74.4K0.0%CoreMediumRaleigh, NC2026-10-30
IFP Advisors, Inc
1,348$67.1K0.0%GrowthLowTampa, FL2026-10-16
WPG Advisers, LLC
1,174$58.4K0.0%CoreLowBaltimore, MD2026-10-27
Blueline Advisors LLC
859$42.7K0.0%ETFLowExeter, NH2026-10-15
Spire Wealth Management
855$42.5K0.0%GrowthMediumMclean, VA2026-10-30
Farther Finance Advisors, LLC
668$33.2K0.0%IndexLowSan Francisco, CA2026-10-08
Creative Financial Designs Inc
654$32.5K0.0%ETFMediumKokomo, IN2026-11-04
Nova Financial LLC
552$27.5K0.0%N/AN/ATucson, AZ2026-11-04
GHP Investment Advisors, Inc.
511$25.4K0.0%CoreVery LowDenver, CO2026-10-15
Quest 10 Wealth Builders, Inc.
173$8.6K0.0%ETFLowFuquay-Varina, VA2026-11-02
Jnba Financial Advisors
159$7.9K0.0%ETFMediumBloomington, MN2026-11-03
Triumph Capital Management
150$7.5K0.0%ETFMediumDenver, CO2026-10-14
Root Financial Partners, LLC
83$4.1K0.0%ETFMediumEncinitas, CA2026-10-21
Mosley Wealth Management
42$2.1K0.0%ETFHighAnaheim, CA2026-10-16
Rossby Financial, LCC
29$1.4K0.0%ETFMediumMelbourne, FL2026-11-05
Tounjian Advisory Partners, LLC
28$1.4K0.0%GrowthHighFort Myers, FL2026-11-04
Kingdom Financial Group Llc.
22$1.1K0.0%ETFMediumPeoria, AZ2026-11-04
Elevated Capital Advisors, LLC
21$1.0K0.0%ETFMediumSandy, UT2026-11-04
Compass Financial Management LLC
9$4480.0%CoreN/ATampa, FL2026-10-30
Mainstream Capital Management LLC
3$1490.0%GrowthLowLos Angeles, CA2026-10-23