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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: 3-31-2022 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 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
   UBS Group AG 1543 - 2024-03-31 221,149 $11,051,000 -68,947
   ENVESTNET ASSET MANAGEMENT INC 1818 - 2024-03-31 125,303 $6,261,000 -34,886
   Kraft Davis & Associates LLC 30 - 2024-03-31 54,515 $2,724,000 -57,959
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1949 - 2024-03-31 23,410 $1,170,000 -3,568
   Brookstone Capital Management 510 - 2024-03-31 17,805 $890,000 -1,055
   JANE STREET GROUP LLC 3892 - 2024-03-31 9,667 $483,000 -156,521
   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
   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
   J.W. COLE ADVISORS INC. 810 - 2024-03-31 4,236 $212,000 -1
   Steward Partners Investment Advisory LLC 2078 - 2024-03-31 1,070 $53,000 -175
  13 Records found
  1    
  Page 1 of 1
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