Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was McIlrath & Eck, LLC (new position).
2 tracked 13F filers disclose a position in FDTRX as of the latest SEC 13F filings, a combined $222K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Kelleher Financial Advisors | 969 | $216K | ▲+100% Added · +485 sh | Q2 2026 | |
| 2 | McIlrath & Eck, LLC | 33 | $6K | ▲New +33 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in FDTRX, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Vanguard Growth ETFVUG | 1 funds | $71.6M |
| Strive Total Return Bond ETFSTXT | 1 funds | $71.5M |
| Dimensional Short DurationDFSD | 1 funds | $62.1M |
| Vanguard Value ETFVTV | 1 funds | $59.7M |
| Avantis US Mid Cap Eq ETFAVMC | 1 funds | $55.1M |
| Dimensional International CoDFAI | 1 funds | $54.3M |
| Microsoft CorpMSFT | 1 funds | $46.1M |
| Fidelity High Dividend ETFFDVV | 1 funds | $40.7M |
| Vanguard Large-Cap ETFVV | 1 funds | $39.4M |
| Strive Enhanced Income ShortBUXX | 1 funds | $36.9M |
| Strive Em Markets Ex-ChinaSTXE | 1 funds | $32.2M |
Ranked by how many of FDTRX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FDTRX.
| Class | 13F holders | Value held |
|---|---|---|
| FRIAXNTF BOND FUNDS | 6 funds | $1.6M |
| FKINXMFD | 4 funds | $283K |
| FCISXOPEN END TAXABLE LOAD FUND | 2 funds | $340K |
| FKIQXOPEN END TAXABLE LOAD FUND | 2 funds | $243K |
| FDTRXthis pageOPEN END TAXABLE NO LOAD FUND | 2 funds | $222K |
| FUFRXMutual Fund | 1 funds | $646K |
| FIFRXMutual Fund | 1 funds | $277K |
| FNCFXMutual Fund | 1 funds | $167K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FDTRX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FDTRX/capital-change-brief"
Use Arkolith's capital_change_brief for FDTRX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FDTRX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.