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Get Institutions for : 
Fidelity Low Duration Bond Factor Etf (FLDR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    3
Total shares held : 
 2,561,259  
% of shares held : 
 53.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 315,305  
% of shares held change : 
   6.6%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 112,786
 4.4%
 
Increased Positions :
24
 592,116
 23.12%
 
Unchanged Positions :
7
 118,356
 4.62%
 
Decreased Positions :
17
-327,777
-12.8%
 
Closed Positions :
9
-61,820
-2.41%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 1521 - 2024-03-31 688,381 $34,398,000 506,494
   WELLS FARGO & CO/MN 1080 - 2024-03-31 426,355 $21,305,000 145,341
   ACUTE INVESTMENT ADVISORY LLC 5 - 2024-03-31 240,623 $12,024,000 4,049
   UBS Group AG 1543 - 2024-03-31 221,149 $11,051,000 -68,947
   COMMONWEALTH EQUITY SERVICES LLC. 831 - 2024-03-31 179,804 $8,985,000 26,356
   AE Wealth Management LLC 264 - 2024-03-31 126,559 $6,324,000 12,716
   ENVESTNET ASSET MANAGEMENT INC 1818 - 2024-03-31 125,303 $6,261,000 -34,886
   Advisor Group Holdings Inc. 930 - 2024-03-31 119,116 $5,955,000 22,003
   MARINER WEALTH ADVISORS, LLC 695 *New 2024-03-31 109,739 $5,484,000 109,739
   Cedar Point Capital Partners LLC 11 - 2024-03-31 96,109 $4,803,000 2,729
   LPL FINANCIAL CORP 1831 - 2024-03-31 93,225 $4,658,000 6,753
   Secure Asset Management LLC 13 - 2024-03-31 87,450 $4,370,000 2,307
   MORGAN STANLEY 3975 - 2024-03-31 82,154 $4,105,000 3,903
   PLANNING DIRECTIONS INC 10 - 2024-03-31 61,439 $3,070,000 29,758
   Kraft Davis & Associates LLC 30 - 2024-03-31 54,515 $2,724,000 -57,959
   Snowden Capital Advisors LLC 284 - 2024-03-31 47,000 $2,359,000 6,500
   MML INVESTORS SERVICES LLC 1022 - 2024-03-31 42,076 $2,103,000 9,041
   Arete Wealth Advisors LLC 123 - 2024-03-31 41,887 $2,093,000 402
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1334 - 2024-03-31 35,856 $1,792,000 17,892
   Cetera Investment Advisers 1709 - 2024-03-31 32,243 $1,611,000 20,499
   RFP Financial Group LLC 28 *New 2024-03-31 30,071 $1,503,000 30,071
   ROYAL BANK OF CANADA 2815 - 2024-03-31 25,178 $1,258,000 12,280
   Kestra Advisory Services LLC 1123 - 2024-03-31 24,321 $1,215,000 4,375
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1949 - 2024-03-31 23,410 $1,170,000 -3,568
   HIGHTOWER ADVISORS, LLC 1749 - 2024-03-31 21,028 $1,043,000 1,254
   FINANCIAL NETWORK 1454 *New 2024-03-31 20,434 $1,021,000 20,434
   Brookstone Capital Management 510 - 2024-03-31 17,805 $890,000 -1,055
   Genesee Capital Advisors LLC 59 - 2024-03-31 14,407 $720,000 260
   Castleview Partners LLC 60 *New 2024-03-31 13,753 $687,000 13,753
   PRINCIPAL SECURITIES INC. 670 - 2024-03-31 9,762 $488,000 744
   JANE STREET GROUP LLC 3892 - 2024-03-31 9,667 $483,000 -156,521
   TWO SIGMA SECURITIES LLC 469 - 2024-03-31 9,158 $458,000 9,158
   ADVISORY SERVICES NETWORK, LLC 1001 - 2024-03-31 8,809 $440,000 -41
   Birchcreek Wealth Management LLC 91 - 2024-03-31 8,705 $435,000 -1,100
   Seed Wealth Management Inc. 63 - 2024-03-31 8,700 $434,000 0
   Sugar Maple Asset Management LLC 35 - 2024-03-31 8,496 $425,000 0
   SELDON CAPITAL LP 39 - 2024-03-31 8,075 $404,000 0
   Main Street Financial Solutions LLC 355 - 2024-03-31 7,880 $394,000 0
   Private Advisor Group LLC 1882 - 2024-03-31 5,627 $281,000 -341
   Strategic Blueprint LLC 519 - 2024-03-31 5,086 $254,000 -25
   Envestnet Portfolio Solutions Inc. 1464 - 2024-03-31 4,865 $243,000 -457
   FLOW TRADERS U.S. LLC 580 *New 2024-03-31 4,626 $231,000 4,626
   SHUFRO ROSE & CO LLC 265 - 2024-03-31 4,400 $220,000 0
   J.W. COLE ADVISORS INC. 810 - 2024-03-31 4,236 $212,000 -1
   Colonial Trust Co / SC 314 - 2024-03-31 3,275 $164,000 0
   TD CAPITAL MANAGEMENT LLC 117 - 2024-03-31 3,050 $152,000 2,025
   CWM LLC 2139 *New 2024-03-31 1,250 $62,000 1,250
   IFP Advisors Inc 1464 - 2023-12-31 1,125 $56,000 16
   Steward Partners Investment Advisory LLC 2078 - 2024-03-31 1,070 $53,000 -175
   Glass Jacobson Investment Advisors llc 355 - 2024-03-31 951 $48,000 11
   Lumature Wealth Partners LLC 240 - 2023-06-30 686 $34,000 0
   J P MORGAN CHASE & CO 4817 - 2024-03-31 661 $33,000 94
   Sunbelt Securities Inc. 1216 - 2024-03-31 208 $10,000 0
   SRS Capital Advisors Inc. 831 - 2024-03-31 134 $7,000 2
   JNBA FINANCIAL ADVISORS 511 - 2024-03-31 123 $6,000 1
   COMERICA BANK 3294 - 2024-03-31 99 $5,000 0
   FMR LLC 4495 - 2024-03-31 45 $2,000 14
   PROEQUITIES INC. 3227 - 2024-03-31 0 $0 0
   Strategic Investment Solutions Inc. /IL 712 *Closed 2023-12-31 0 $0 -12,986
   New Millennium Group LLC 248 *Closed 2024-03-31 0 $0 -822
   OLD MISSION CAPITAL LLC 1106 *Closed 2024-03-31 0 $0 -29,629
   Gladstone Institutional Advisory LLC 719 *Closed 2024-03-31 0 $0 -5,555
   Kovack Advisors Inc. 552 *Closed 2024-03-31 0 $0 -7,256
   Kingdom Financial Group LLC. 74 *Closed 2024-03-31 0 $0 -6,778
  64 Records found
  1    
  Page 1 of 1
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