Free Trial
→ Ready to give options a try? Your first trade (Ticker included) -INSIDE (From Base Camp Trading) (Ad)tc pixel Free FLTB Stock Alerts

Fidelity Limited Term Bond ETF (FLTB) Institutional Ownership

Fidelity Limited Term Bond ETF logo
$49.22 +0.03 (+0.06%)
Closing price 04:10 PM Eastern
Extended Trading
$49.19 -0.03 (-0.06%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Fidelity Limited Term Bond ETF (NYSEARCA:FLTB)

Current
Institutional Ownership
Percentage
2.01%
Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$62.81M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$16.56M
Get FLTB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity Limited Term Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FLTB Institutional Buying and Selling by Quarter

Fidelity Limited Term Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Farther Finance Advisors LLC20,341$996K0.0%+20.3%0.208%
9/23/2026Envestnet Asset Management Inc.446,264$22.37M0.0%+19.4%4.601%
9/9/2026Integrated Wealth Concepts LLC1,482$74K0.0%N/A0.018%
9/9/2026IFP Advisors Inc2,638$132K0.0%-70.8%0.032%
9/8/2026Waverly Advisors LLC29,800$1.49M0.0%N/A0.359%
9/2/2026Citadel Advisors LLC25,285$1.27M0.0%N/A0.305%
7/9/2026Centurion Wealth Management LLC17,956$900K0.2%-8.5%0.219%
5/19/2026Bank of America Corp DE843,161$42.39M0.0%+22.4%10.810%
5/18/2026Royal Bank of Canada124,656$6.27M0.0%+13.1%1.598%
5/13/2026Cetera Investment Advisers59,991$3.02M0.0%+38.2%0.769%
5/6/2026Assetmark Inc.52,625$2.65M0.0%-1.5%0.675%
5/5/2026Sanctuary Advisors LLC71,713$3.61M0.0%+331.0%0.919%
5/1/2026Fifth Third Bancorp2,000$101K0.0%N/A0.026%
4/30/2026Kestra Advisory Services LLC82,419$4.14M0.0%-27.2%1.057%
4/29/2026Clearwave Capital LLC29,116$1.46M1.0%+11.6%0.373%
4/28/2026Koshinski Asset Management Inc.32,786$1.65M0.1%+32.8%0.420%
4/24/2026Root Financial Partners LLC1,362$68K0.0%N/A0.017%
4/23/2026Salus Financial Advisors LLC73,457$3.69M2.2%+11.1%0.942%
4/21/2026Grey Ledge Advisors LLC36,334$1.83M0.4%+0.7%0.466%
4/21/2026Hoxton Planning & Management LLC16,121$810K0.2%N/A0.207%
4/20/2026Kestra Private Wealth Services LLC35,776$1.80M0.0%-9.3%0.459%
4/17/2026 Roxbury Financial LLC2,096$105K0.1%+32.9%0.027%
4/16/2026Southern Capital Advisors LLC4,323$217K0.1%N/A0.055%
3/17/2026Rockefeller Capital Management L.P.1,571$80K0.0%+50.2%0.022%
3/2/2026Clearwave Capital LLC26,084$1.32M1.0%N/A0.367%
2/18/2026Garton & Associates Financial Advisors LLC789$40K0.0%N/A0.011%
2/18/2026Cahill Financial Advisors Inc.11,074$561K0.1%+4.8%0.156%
2/18/2026Opus Financial Solutions LLC8,265$419K0.4%N/A0.116%
2/17/2026Cetera Investment Advisers43,420$2.20M0.0%+70.9%0.612%
2/17/2026Equitable Holdings Inc.20,709$1.05M0.0%+57.1%0.292%
2/17/2026Regal Investment Advisors LLC84,404$4.28M0.3%+4.3%1.189%
2/17/2026Osaic Holdings Inc.105,747$5.36M0.0%-2.5%1.489%
2/17/2026Royal Bank of Canada110,215$5.58M0.0%+3,016.1%1.552%
2/17/2026Islay Capital Management LLC29,532$1.50M0.9%-14.2%0.416%
2/16/2026MML Investors Services LLC34,215$1.73M0.0%+28.7%0.482%
2/13/2026Kestra Advisory Services LLC113,220$5.74M0.0%+117.5%1.595%
2/13/2026Stifel Financial Corp4,967$252K0.0%-43.3%0.070%
2/12/2026Jane Street Group LLC27,475$1.39M0.0%N/A0.387%
2/12/2026Commonwealth Equity Services LLC342,417$17.35M0.0%+3.8%4.823%
2/12/2026Great Lakes Retirement Inc.30,314$1.54M0.2%+4.2%0.427%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/11/2026Focus Partners Advisor Solutions LLC23,085$1.17M0.0%-47.9%0.325%
2/11/2026LPL Financial LLC288,480$14.61M0.0%+18.7%4.063%
2/10/2026Goldman Sachs Group Inc.6,041$306K0.0%N/A0.085%
2/10/2026Resolute Capital LLC11,069$561K0.2%N/A0.156%
2/10/2026Savant Capital LLC34,660$1.76M0.0%+83.3%0.488%
2/6/2026Global Retirement Partners LLC87,965$4.46M0.1%+4.1%1.239%
2/6/2026IFP Advisors Inc9,937$503K0.0%+12.1%0.140%
2/5/2026BG Investment Services LLC8,069$409K0.4%+43.2%0.114%
2/5/2026Grey Ledge Advisors LLC36,066$1.83M0.4%-1.0%0.508%
2/4/2026Advisor OS LLC17,134$868K0.1%+4.1%0.241%
2/3/2026Koshinski Asset Management Inc.24,679$1.25M0.1%+11.9%0.348%
2/2/2026Benjamin Edwards Inc.4,434$225K0.0%N/A0.062%
1/30/2026Sigma Planning Corp9,075$460K0.0%N/A0.128%
1/29/2026Comerica Bank2,000$101K0.0%N/A0.028%
1/29/2026Kestra Private Wealth Services LLC39,447$2.00M0.0%-6.5%0.556%
1/29/2026UBS Group AG458,286$23.22M0.0%-22.8%6.455%
1/29/2026Sanctuary Advisors LLC16,637$843K0.0%-6.4%0.234%
1/28/2026Dentgroup LLC9,037$458K0.3%-16.1%0.127%
1/26/2026United Advisor Group LLC8,470$431K0.1%-14.3%0.123%
1/26/2026Elevation Capital Advisory LLC25,659$1.30M0.5%-21.6%0.372%
1/23/2026Farther Finance Advisors LLC1,752$89K0.0%N/A0.025%
1/23/2026Assetmark Inc.53,429$2.71M0.0%-7.3%0.774%
1/23/2026Norris Perne & French LLP MI15,086$764K0.1%+14.4%0.219%
1/21/2026Flagship Harbor Advisors LLC2,260$114K0.0%N/A0.033%
1/21/2026Salus Financial Advisors LLC66,102$3.35M2.0%+4.8%0.958%
1/20/2026Investment Research & Advisory Group Inc.811$41K0.0%N/A0.012%
1/15/2026McGlone Suttner Wealth Management Inc.9,889$501K0.1%-7.5%0.145%
1/14/2026Centurion Wealth Management LLC19,589$992K0.2%-2.5%0.288%
1/14/2026Spire Wealth Management694$35K0.0%N/A0.010%
1/9/2026Westview Management dba Westview Investment Advisors7,879$399K0.2%N/A0.119%
1/8/2026Wealth Enhancement Advisory Services LLC18,004$913K0.0%-26.1%0.273%
1/7/2026Lakeridge Wealth Management LLC18,915$958K0.4%+2.0%0.291%
1/5/2026Holos Integrated Wealth LLC163,057$8.27M4.6%N/A2.509%
1/1/2026JPMorgan Chase & Co.10,711$543K0.0%-8.4%0.195%
11/17/2025Kestra Private Wealth Services LLC42,200$2.14M0.0%+5.8%0.767%
11/17/2025Mercer Global Advisors Inc. ADV5,661$287K0.0%-34.5%0.103%
11/17/2025Flow Traders U.S. LLC23,710$1.20M0.0%-19.9%0.431%
11/17/2025Focus Partners Wealth18,644$944K0.0%-4.1%0.339%
11/17/2025Citadel Advisors LLC4,859$246K0.0%N/A0.088%
11/17/2025Bank of America Corp DE132,655$6.72M0.0%+15.4%2.412%
11/14/2025Raymond James Financial Inc.11,062$560K0.0%+11.7%0.201%
11/14/2025Equitable Holdings Inc.13,178$668K0.0%+169.3%0.240%
11/14/2025Regal Investment Advisors LLC80,948$4.10M0.3%+2.8%1.472%
11/13/2025UBS Group AG593,315$30.06M0.0%+0.1%10.788%
11/12/2025Great Lakes Retirement Inc.29,102$1.47M0.2%+6.5%0.529%
11/12/2025Focus Partners Advisor Solutions LLC44,290$2.24M0.0%+88.9%0.805%
11/12/2025Advisor OS LLC16,460$834K0.1%+11.4%0.299%
11/10/2025Algorithmic Investment Models LLC51,444$2.61M1.7%+2.8%0.935%
11/10/2025Clearstead Trust LLC4,650$236K0.0%N/A0.085%
11/10/2025Koshinski Asset Management Inc.22,046$1.12M0.1%+26.7%0.401%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
11/10/2025Vestmark Advisory Solutions Inc.57,587$2.92M0.1%-50.5%1.047%
11/7/2025JPMorgan Chase & Co.10,711$543K0.0%-8.4%0.195%
11/7/2025Salus Financial Advisors LLC63,101$3.20M2.0%+5.1%1.147%
11/6/2025Assetmark Inc.57,664$2.92M0.0%-3.1%1.048%
11/5/2025MMA Asset Management LLC1,039$53K0.0%N/A0.019%
11/5/2025Savant Capital LLC18,908$958K0.0%+15.7%0.344%
11/5/2025Envestnet Asset Management Inc.278,124$14.09M0.0%+21.0%5.057%
11/4/2025Jones Financial Companies Lllp9,232$469K0.0%+75.1%0.168%
11/3/2025Cahill Financial Advisors Inc.10,569$535K0.1%-36.3%0.192%
10/31/2025BG Investment Services Inc.5,633$285K0.3%N/A0.102%


FLTB Institutional Ownership - Frequently Asked Questions

During the previous two years, 91 institutional investors and hedge funds held shares of Fidelity Limited Term Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($42.39M), UBS Group AG ($23.22M), Envestnet Asset Management Inc. ($22.37M), Commonwealth Equity Services LLC ($17.35M), LPL Financial LLC ($14.61M), Holos Integrated Wealth LLC ($8.27M), and Royal Bank of Canada ($6.27M).Learn more on Fidelity Limited Term Bond ETF's institutional investors.

2.01% of Fidelity Limited Term Bond ETF's stock is owned by institutional investors. Learn more on FLTB's institutional investor holdings.

Of the 84 institutional investors that purchased Fidelity Limited Term Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($193.15K), Holos Integrated Wealth LLC ($183.33K), Envestnet Asset Management Inc. ($178.88K), Royal Bank of Canada ($121.12K), LPL Financial LLC ($118.01K), Commonwealth Equity Services LLC ($89.41K), and Global Retirement Partners LLC ($85.63K).

Institutional investors have bought a total of 1,243,447 shares in the last 24 months. This purchase volume represents approximately $62.81M in transactions.

Of the 25 institutional investors that sold Fidelity Limited Term Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($135.03K), Vestmark Advisory Solutions Inc. ($58.82K), Kestra Advisory Services LLC ($30.80K), Focus Partners Advisor Solutions LLC ($21.21K), Wealth Enhancement Advisory Services LLC ($9.81K), Elevation Capital Advisory LLC ($7.08K), and Assetmark Inc. ($6.90K).

Institutional investors have sold a total of 327,246 shares in the last 24 months. This volume of shares sold represents approximately $16.56M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FLTB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel