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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 1259 - 2023-12-31 290,096 $14,474,000 -143,863
   WELLS FARGO & CO/MN 1271 - 2023-12-31 281,014 $14,021,000 152,344
   ACUTE INVESTMENT ADVISORY LLC 5 - 2024-03-31 240,623 $12,024,000 4,049
   BANK OF AMERICA CORP /DE/ 2463 - 2023-12-31 181,887 $9,075,000 -45,025
   JANE STREET GROUP LLC 1062 - 2023-12-31 166,188 $8,292,000 139,783
   ENVESTNET ASSET MANAGEMENT INC 1576 - 2023-12-31 160,189 $7,993,000 112,921
   COMMONWEALTH EQUITY SERVICES LLC. 850 - 2023-12-31 153,448 $7,656,000 -28,993
   AE Wealth Management LLC 549 - 2023-12-31 113,843 $5,700,000 12,619
   Kraft Davis & Associates LLC 22 - 2023-12-31 112,474 $5,626,000 -18,338
   Advisor Group Holdings Inc. 1218 - 2023-12-31 97,113 $4,848,000 -65,147
   Cedar Point Capital Partners LLC 11 - 2023-12-31 93,380 $4,659,000 0
   LPL FINANCIAL CORP 1771 - 2023-12-31 86,472 $4,315,000 39,558
   Secure Asset Management LLC - 2023-12-31 85,143 $4,248,000 1,265
   MORGAN STANLEY 4004 - 2023-12-31 78,251 $3,904,000 26,366
   Arete Wealth Advisors LLC 133 - 2023-12-31 41,485 $2,070,000 32,208
   Snowden Capital Advisors LLC 274 *New 2023-12-31 40,500 $2,021,000 40,500
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1334 - 2024-03-31 35,856 $1,792,000 17,892
   MML INVESTORS SERVICES LLC 1103 - 2023-12-31 33,035 $1,648,000 28,361
   PLANNING DIRECTIONS INC 22 *New 2023-12-31 31,681 $1,581,000 31,681
   OLD MISSION CAPITAL LLC 337 *New 2023-12-31 29,629 $1,478,000 29,629
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1949 - 2024-03-31 23,410 $1,170,000 -3,568
   Kestra Advisory Services LLC 1114 - 2023-12-31 19,946 $995,000 -1,732
   HIGHTOWER ADVISORS, LLC 1796 - 2023-12-31 19,774 $985,000 -437
   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
   ROYAL BANK OF CANADA 3441 - 2023-12-31 12,898 $644,000 6,550
   Cetera Investment Advisers 1403 - 2023-12-31 11,744 $586,000 4,588
   Birchcreek Wealth Management LLC 78 - 2023-12-31 9,805 $489,000 -648
   PRINCIPAL SECURITIES INC. 628 - 2023-12-31 9,018 $450,000 0
   ADVISORY SERVICES NETWORK, LLC 942 - 2023-12-31 8,850 $442,000 -3,950
   Seed Wealth Management Inc. 63 - 2024-03-31 8,700 $434,000 0
   SELDON CAPITAL LP 33 - 2023-12-31 8,075 $403,000 0
   Main Street Financial Solutions LLC 355 - 2024-03-31 7,880 $394,000 0
   Kingdom Financial Group LLC. 53 - 2023-12-31 6,778 $338,000 2,137
   Private Advisor Group LLC 1777 - 2023-12-31 5,968 $298,000 968
   Gladstone Institutional Advisory LLC 541 *New 2023-12-31 5,555 $277,000 5,555
   Envestnet Portfolio Solutions Inc. 1355 *New 2023-12-31 5,322 $266,000 5,322
   Strategic Blueprint LLC 519 - 2024-03-31 5,086 $254,000 -25
   SHUFRO ROSE & CO LLC 256 - 2023-12-31 4,400 $218,000 0
   J.W. COLE ADVISORS INC. 741 - 2023-12-31 4,237 $211,000 20
   Colonial Trust Co / SC 296 - 2023-12-31 3,275 $163,000 0
   Steward Partners Investment Advisory LLC 1878 - 2023-12-31 1,245 $62,000 -39
   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
   TD CAPITAL MANAGEMENT LLC 180 - 2023-12-31 1,025 $51,000 14
   Glass Jacobson Investment Advisors llc 355 - 2024-03-31 951 $48,000 11
   New Millennium Group LLC 108 - 2023-12-31 822 $41,000 -37
   Lumature Wealth Partners LLC 240 - 2023-06-30 686 $34,000 0
   J P MORGAN CHASE & CO 4869 - 2023-12-31 567 $28,000 -10,757
   Sunbelt Securities Inc. 1216 - 2024-03-31 208 $10,000 0
   SRS Capital Advisors Inc. 824 - 2023-12-31 132 $7,000 1
   JNBA FINANCIAL ADVISORS 511 - 2024-03-31 123 $6,000 1
   COMERICA BANK 3257 *New 2023-12-31 99 $5,000 99
   FMR LLC 4509 - 2023-12-31 31 $2,000 -1,788
   Strategic Investment Solutions Inc. /IL 712 *Closed 2023-12-31 0 $0 -12,986
   FORTE ASSET MANAGEMENT LLC 59 *Closed 2023-12-31 0 $0 -5,090
   TWO SIGMA SECURITIES LLC 1762 *Closed 2023-12-31 0 $0 -4,277
   PROEQUITIES INC. 6145 - 2023-12-31 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6486 *Closed 2023-12-31 0 $0 -9,414
   STIFEL FINANCIAL CORP 3362 *Closed 2023-12-31 0 $0 -7,651
   Kovack Advisors Inc. 552 *Closed 2024-03-31 0 $0 -7,256
   MERCER GLOBAL ADVISORS INC /ADV 2120 *Closed 2023-12-31 0 $0 -4,185
  62 Records found
  1    
  Page 1 of 1
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