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Fidelity Limited Term Bond ETF (FLTB) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$27.29M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$47.63M
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FLTB Institutional Buying and Selling by Quarter

Fidelity Limited Term Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024 Wealth Management Resources Inc.5,933$291K0.1%-9.3%0.156%
4/16/2024 Norris Perne & French LLP MI9,894$485K0.0%-87.2%0.260%
2/21/2024WNY Asset Management LLC16,785$826K0.1%+111.1%0.442%
2/9/2024Hoylecohen LLC24,021$1.18M0.1%N/A0.632%
2/9/2024UBS Group AG235,044$11.56M0.0%+16.8%6.185%
2/7/2024Avantax Advisory Services Inc.5,663$279K0.0%-22.6%0.149%
2/6/2024Apollon Wealth Management LLC11,628$572K0.0%+9.4%0.306%
2/6/2024Lincoln National Corp7,105$350K0.0%N/A0.187%
2/6/2024Vestmark Advisory Solutions Inc.30,655$1.51M0.1%+210.9%0.807%
2/5/2024Islay Capital Management LLC23,095$1.14M0.9%+95.7%0.608%
2/5/2024Kestra Private Wealth Services LLC135,246$6.65M0.2%+2.6%3.559%
2/5/2024Greatmark Investment Partners Inc.6,200$305K0.0%-39.4%0.163%
2/1/2024Sigma Planning Corp20,257$996K0.1%-54.2%0.533%
1/29/2024Koshinski Asset Management Inc.6,123$301K0.0%-10.0%0.161%
1/22/2024 Norris Perne & French LLP MI77,220$3.80M0.3%-1.6%2.032%
1/22/2024Glass Jacobson Investment Advisors llc2,596$128K0.1%-25.1%0.068%
1/19/2024 Wealth Management Resources Inc.6,543$322K0.2%-63.7%0.172%
1/18/2024 McGlone Suttner Wealth Management Inc.13,289$654K0.1%-39.7%0.350%
1/17/2024 OmniStar Financial Group Inc.11,369$559K0.7%-3.4%0.299%
1/16/2024 Raymond James Financial Services Advisors Inc.6,269$308K0.0%-88.9%0.165%
1/11/2024 Dynamic Advisor Solutions LLC7,944$389K0.0%+22.4%0.209%
12/14/2023WNY Asset Management LLC7,950$380K0.1%N/A0.209%
12/11/2023 Sunbelt Securities Inc.1,334$64K0.0%-25.6%0.035%
11/14/2023Rehmann Capital Advisory Group9,331$446K0.0%-17.5%0.246%
11/13/2023GSB Wealth Management LLC32,583$1.56M0.5%-3.0%0.857%
11/13/2023Envestnet Asset Management Inc.290,941$13.91M0.0%-2.8%7.656%
11/9/2023UBS Group AG201,158$9.62M0.0%-41.4%5.294%
11/8/2023Atria Wealth Solutions Inc.11,960$572K0.0%-40.5%0.315%
11/8/2023Greatmark Investment Partners Inc.10,230$489K0.1%-45.8%0.269%
11/8/2023Avantax Advisory Services Inc.7,320$350K0.0%-10.9%0.193%
11/8/2023Kestra Private Wealth Services LLC131,788$6.30M0.2%-17.0%3.468%
11/7/2023 Community Financial Services Group LLC16,406$784K0.2%N/A0.432%
11/7/2023 OmniStar Financial Group Inc.11,767$563K0.7%-2.1%0.310%
11/7/2023Glass Jacobson Investment Advisors llc3,466$166K0.1%+6.6%0.091%
11/7/2023Nicolet Advisory Services LLC14,878$708K0.1%-6.5%0.392%
11/7/2023Savant Capital LLC5,050$241K0.0%N/A0.133%
11/6/2023Sigma Planning Corp44,217$2.11M0.1%+158.5%1.164%
11/6/2023Vestmark Advisory Solutions Inc.9,859$471K0.0%-42.2%0.259%
11/3/2023Advisor OS LLC5,404$258K0.0%+15.4%0.142%
11/2/2023Islay Capital Management LLC11,804$564K0.3%-16.2%0.311%
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10/25/2023 Wealth Management Resources Inc.18,049$863K0.5%-7.4%0.475%
10/25/2023 Levy Wealth Management Group LLC28,786$1.38M0.4%-3.3%0.758%
10/24/2023 Raymond James Financial Services Advisors Inc.56,408$2.70M0.0%-6.7%1.484%
10/23/2023Commonwealth Equity Services LLC206,224$9.86M0.0%+7.4%5.427%
10/19/2023 McGlone Suttner Wealth Management Inc.22,036$1.05M0.2%-15.3%0.580%
10/18/2023 Norris Perne & French LLP MI78,473$3.75M0.3%-5.1%2.065%
10/18/2023Koshinski Asset Management Inc.6,806$325K0.0%+23.3%0.179%
10/13/2023 Global Retirement Partners LLC10,628$506K0.0%-2.2%0.280%
10/12/2023IFP Advisors Inc11,535$551K0.0%-83.2%0.304%
10/11/2023 Dynamic Advisor Solutions LLC6,491$310K0.0%+3.6%0.171%
8/23/2023Rehmann Capital Advisory Group11,312$544K0.0%+3.7%0.298%
8/14/2023IFP Advisors Inc68,559$3.29M0.1%-42.1%1.804%
8/10/2023Osaic Holdings Inc.195,131$9.37M0.0%+22.7%5.135%
8/10/2023Commonwealth Equity Services LLC191,997$9.22M0.0%+8.0%5.120%
8/8/2023Kestra Private Wealth Services LLC158,777$7.62M0.3%+330.8%4.234%
8/8/2023Advisor OS LLC4,683$225K0.0%N/A0.125%
8/7/2023Islay Capital Management LLC14,091$676K0.6%-16.0%0.376%
8/7/2023Vestmark Advisory Solutions Inc.17,045$818K0.0%+55.3%0.455%
8/4/2023Envestnet Asset Management Inc.299,385$14.37M0.0%+21.3%7.984%
8/4/2023IFP Advisors Inc68,559$3.39M0.2%-42.1%1.828%
8/3/2023Atria Wealth Solutions Inc.20,095$967K0.0%+331.5%0.536%
8/3/2023New Millennium Group LLC1,679$81K0.1%-37.7%0.045%
8/2/2023Greatmark Investment Partners Inc.18,890$907K0.2%-50.6%0.504%
8/2/2023Sigma Planning Corp17,104$821K0.0%-28.0%0.456%
7/31/2023LPL Financial LLC44,155$2.12M0.0%-3.4%1.177%
7/28/2023Koshinski Asset Management Inc.5,522$265K0.0%-11.0%0.147%
7/27/2023Absolute Capital Management LLC5,342$256K0.2%N/A0.142%
7/26/2023Schmidt P J Investment Management Inc.4,403$212K0.0%-9.2%0.117%
7/26/2023 McGlone Suttner Wealth Management Inc.26,023$1.25M0.3%-32.6%0.694%
7/26/2023Glass Jacobson Investment Advisors llc3,250$156K0.1%N/A0.087%
7/25/2023 Raymond James Financial Services Advisors Inc.60,429$2.90M0.0%+6.0%1.611%
7/24/2023 OmniStar Financial Group Inc.12,023$577K0.7%-35.0%0.321%
7/21/2023 Levy Wealth Management Group LLC29,778$1.43M0.4%-22.7%0.794%
7/19/2023 Norris Perne & French LLP MI82,658$3.97M0.3%-1.9%2.204%
7/13/2023 Cambridge Investment Research Advisors Inc.4,478$215K0.0%+8.0%0.119%
7/12/2023 Wealth Management Resources Inc.19,484$935K0.5%+4.6%0.520%
6/27/2023 Narus Financial Partners LLC5,035$244K0.1%N/A0.124%
6/14/2023Atria Wealth Solutions Inc.4,657$224K0.0%-60.5%0.115%
5/12/2023Rehmann Capital Advisory Group10,911$529K0.0%-4.6%0.269%
5/11/2023Envestnet Asset Management Inc.246,896$11.97M0.0%-58.9%6.096%
5/11/2023Commonwealth Equity Services LLC177,847$8.62M0.0%-3.5%4.391%
5/10/2023Islay Capital Management LLC16,768$813K0.8%+26.0%0.414%
5/9/2023Nicolet Advisory Services LLC16,531$807K0.1%-1.8%0.408%
5/9/2023Vestmark Advisory Solutions Inc.10,975$532K0.0%+66.2%0.271%
5/8/2023Avidian Wealth Solutions LLC66,576$3.23M0.2%N/A1.644%
5/8/2023Sigma Planning Corp23,742$1.15M0.0%-7.2%0.586%
5/2/2023Advisory Alpha LLC20,923$1.01M0.1%+11.1%0.517%
5/1/2023 OmniStar Financial Group Inc.18,507$897K1.1%N/A0.457%
4/28/2023Avantax Advisory Services Inc.7,118$345K0.0%N/A0.176%
4/28/2023Ameritas Advisory Services LLC3,485$169K0.0%N/A0.086%
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4/28/2023Schmidt P J Investment Management Inc.4,850$235K0.0%N/A0.120%
4/28/2023Greatmark Investment Partners Inc.38,215$1.85M0.3%-1.3%0.944%
4/28/2023New Millennium Group LLC2,695$131K0.1%-17.3%0.067%
4/21/2023Whittier Trust Co. of Nevada Inc.524$25K0.0%N/A0.013%
4/20/2023 LVZ Inc.24,952$1.21M0.2%-5.9%0.616%
4/20/2023 McGlone Suttner Wealth Management Inc.38,615$1.87M0.5%-36.0%0.953%
4/20/2023 Norris Perne & French LLP MI84,240$4.08M0.4%-4.5%2.080%
4/18/2023IFP Advisors Inc118,438$5.85M0.3%-3.0%2.924%
4/14/2023 Raymond James Financial Services Advisors Inc.57,007$2.76M0.0%-2.6%1.408%
4/12/2023Koshinski Asset Management Inc.6,204$301K0.0%+7.2%0.153%
(Data available from 1/1/2016 forward)

FLTB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLTB shares?

During the previous two years, 67 institutional investors and hedge funds held shares of Fidelity Limited Term Bond ETF. The most heavily invested institutionals were Assetmark Inc. ($50.25M), Envestnet Asset Management Inc. ($13.91M), UBS Group AG ($11.56M), Advisor Group Holdings Inc. ($10.99M), Commonwealth Equity Services LLC ($9.86M), Osaic Holdings Inc. ($9.37M), and Kestra Private Wealth Services LLC ($6.65M).Learn more on FLTB's institutional investors.

Which institutional investors have been buying Fidelity Limited Term Bond ETF stock?

Of the 55 institutional investors that purchased Fidelity Limited Term Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($1.05M), LVZ Inc. ($249.69K), Envestnet Asset Management Inc. ($245.69K), UBS Group AG ($199.71K), Kestra Private Wealth Services LLC ($125.38K), Advisor Group Holdings Inc. ($85.99K), and Commonwealth Equity Services LLC ($73.64K).

How much institutional buying is happening at Fidelity Limited Term Bond ETF?

Institutional investors have bought a total of 2,821,906 shares in the last 24 months. This purchase volume represents approximately $135.64M in transactions.

Which Fidelity Limited Term Bond ETF major shareholders have been selling company stock?

Of the 39 institutional investors that sold Fidelity Limited Term Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($362.88K), Norris Perne & French LLP MI ($343.73K), IFP Advisors Inc ($306.42K), LVZ Inc. ($224.74K), UBS Group AG ($142.33K), Mercer Global Advisors Inc. ADV ($112.92K), and Rehmann Capital Advisory Group ($66.65K).

How much institutional selling is happening at Fidelity Limited Term Bond ETF?

Institutional investors have sold a total of 2,075,509 shares in the last 24 months. This volume of shares sold represents approximately $100.14M in transactions.


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This page (NYSEARCA:FLTB) was last updated on 4/26/2024 by MarketBeat.com Staff

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