Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

Fidelity Limited Term Bond ETF (FLTB) Institutional Ownership

Fidelity Limited Term Bond ETF logo
$50.19 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
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)
67
Total
Institutional Inflows
(last 12 months)
$69.70M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$17.13M
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
5/19/2026 Bank of America Corp DE843,161$42.39M0.0%+22.4%10.810%
5/18/2026 Royal Bank of Canada124,656$6.27M0.0%+13.1%1.598%
5/13/2026 Cetera Investment Advisers59,991$3.02M0.0%+38.2%0.769%
5/6/2026 Assetmark Inc.52,625$2.65M0.0%-1.5%0.675%
5/5/2026 Sanctuary Advisors LLC71,713$3.61M0.0%+331.0%0.919%
5/1/2026 Fifth Third Bancorp2,000$101K0.0%N/A0.026%
4/30/2026 Kestra Advisory Services LLC82,419$4.14M0.0%-27.2%1.057%
4/29/2026 Clearwave Capital LLC29,116$1.46M1.0%+11.6%0.373%
4/28/2026 Koshinski Asset Management Inc.32,786$1.65M0.1%+32.8%0.420%
4/24/2026 Root Financial Partners LLC1,362$68K0.0%N/A0.017%
4/23/2026 Salus Financial Advisors LLC73,457$3.69M2.2%+11.1%0.942%
4/21/2026 Grey Ledge Advisors LLC36,334$1.83M0.4%+0.7%0.466%
4/21/2026 Hoxton Planning & Management LLC16,121$810K0.2%N/A0.207%
4/20/2026 Kestra 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%
4/16/2026 Southern Capital Advisors LLC4,323$217K0.1%N/A0.055%
3/17/2026 Rockefeller Capital Management L.P.1,571$80K0.0%+50.2%0.022%
3/2/2026 Clearwave Capital LLC26,084$1.32M1.0%N/A0.367%
2/18/2026 Garton & Associates Financial Advisors LLC789$40K0.0%N/A0.011%
2/18/2026 Cahill Financial Advisors Inc.11,074$561K0.1%+4.8%0.156%
2/18/2026 Opus Financial Solutions LLC8,265$419K0.4%N/A0.116%
2/17/2026 Cetera Investment Advisers43,420$2.20M0.0%+70.9%0.612%
2/17/2026 Equitable Holdings Inc.20,709$1.05M0.0%+57.1%0.292%
2/17/2026 Regal Investment Advisors LLC84,404$4.28M0.3%+4.3%1.189%
2/17/2026 Osaic Holdings Inc.105,747$5.36M0.0%-2.5%1.489%
2/17/2026 Royal Bank of Canada110,215$5.58M0.0%+3,016.1%1.552%
2/17/2026 Islay Capital Management LLC29,532$1.50M0.9%-14.2%0.416%
2/16/2026 MML Investors Services LLC34,215$1.73M0.0%+28.7%0.482%
2/13/2026 Kestra Advisory Services LLC113,220$5.74M0.0%+117.5%1.595%
2/13/2026 Stifel Financial Corp4,967$252K0.0%-43.3%0.070%
2/12/2026 Jane Street Group LLC27,475$1.39M0.0%N/A0.387%
2/12/2026 Commonwealth Equity Services LLC342,417$17.35M0.0%+3.8%4.823%
2/12/2026 Great Lakes Retirement Inc.30,314$1.54M0.2%+4.2%0.427%
2/11/2026 Focus Partners Advisor Solutions LLC23,085$1.17M0.0%-47.9%0.325%
2/11/2026 LPL Financial LLC288,480$14.61M0.0%+18.7%4.063%
2/10/2026 Goldman Sachs Group Inc.6,041$306K0.0%N/A0.085%
2/10/2026 Resolute Capital LLC11,069$561K0.2%N/A0.156%
2/10/2026 Savant Capital LLC34,660$1.76M0.0%+83.3%0.488%
2/6/2026Global Retirement Partners LLC87,965$4.46M0.1%+4.1%1.239%
2/6/2026 IFP Advisors Inc9,937$503K0.0%+12.1%0.140%
$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)

In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s known for playing his cards “close to the vest”… Is going to give you the name and ticker symbol of a company he believes will skyrocket thanks to the coming Starlink IPO…tc pixel

Click here to watch this short 3-minute video now.
2/5/2026 BG Investment Services LLC8,069$409K0.4%+43.2%0.114%
2/5/2026 Grey Ledge Advisors LLC36,066$1.83M0.4%-1.0%0.508%
2/4/2026 Advisor OS LLC17,134$868K0.1%+4.1%0.241%
2/3/2026 Koshinski Asset Management Inc.24,679$1.25M0.1%+11.9%0.348%
2/2/2026 Benjamin Edwards Inc.4,434$225K0.0%N/A0.062%
1/30/2026 Sigma Planning Corp9,075$460K0.0%N/A0.128%
1/29/2026Comerica Bank2,000$101K0.0%N/A0.028%
1/29/2026 Kestra Private Wealth Services LLC39,447$2.00M0.0%-6.5%0.556%
1/29/2026 UBS Group AG458,286$23.22M0.0%-22.8%6.455%
1/29/2026 Sanctuary Advisors LLC16,637$843K0.0%-6.4%0.234%
1/28/2026Dentgroup LLC9,037$458K0.3%-16.1%0.127%
1/26/2026 United Advisor Group LLC8,470$431K0.1%-14.3%0.123%
1/26/2026 Elevation Capital Advisory LLC25,659$1.30M0.5%-21.6%0.372%
1/23/2026 Farther Finance Advisors LLC1,752$89K0.0%N/A0.025%
1/23/2026 Assetmark Inc.53,429$2.71M0.0%-7.3%0.774%
1/23/2026 Norris Perne & French LLP MI15,086$764K0.1%+14.4%0.219%
1/21/2026 Flagship Harbor Advisors LLC2,260$114K0.0%N/A0.033%
1/21/2026 Salus Financial Advisors LLC66,102$3.35M2.0%+4.8%0.958%
1/20/2026 Investment Research & Advisory Group Inc.811$41K0.0%N/A0.012%
1/15/2026 McGlone Suttner Wealth Management Inc.9,889$501K0.1%-7.5%0.145%
1/14/2026 Centurion Wealth Management LLC19,589$992K0.2%-2.5%0.288%
1/14/2026 Spire Wealth Management694$35K0.0%N/A0.010%
1/9/2026 Westview Management dba Westview Investment Advisors7,879$399K0.2%N/A0.119%
1/8/2026 Wealth Enhancement Advisory Services LLC18,004$913K0.0%-26.1%0.273%
1/7/2026 Lakeridge Wealth Management LLC18,915$958K0.4%+2.0%0.291%
1/5/2026 Holos Integrated Wealth LLC163,057$8.27M4.6%N/A2.509%
1/1/2026 JPMorgan Chase & Co.10,711$543K0.0%-8.4%0.195%
11/17/2025 Kestra Private Wealth Services LLC42,200$2.14M0.0%+5.8%0.767%
11/17/2025 Mercer Global Advisors Inc. ADV5,661$287K0.0%-34.5%0.103%
11/17/2025 Flow Traders U.S. LLC23,710$1.20M0.0%-19.9%0.431%
11/17/2025 Focus Partners Wealth18,644$944K0.0%-4.1%0.339%
11/17/2025 Citadel Advisors LLC4,859$246K0.0%N/A0.088%
11/17/2025 Bank of America Corp DE132,655$6.72M0.0%+15.4%2.412%
11/14/2025 Raymond James Financial Inc.11,062$560K0.0%+11.7%0.201%
11/14/2025 Equitable Holdings Inc.13,178$668K0.0%+169.3%0.240%
11/14/2025 Regal Investment Advisors LLC80,948$4.10M0.3%+2.8%1.472%
11/13/2025 UBS Group AG593,315$30.06M0.0%+0.1%10.788%
11/12/2025 Great Lakes Retirement Inc.29,102$1.47M0.2%+6.5%0.529%
11/12/2025 Focus Partners Advisor Solutions LLC44,290$2.24M0.0%+88.9%0.805%
11/12/2025 Advisor OS LLC16,460$834K0.1%+11.4%0.299%
11/10/2025 Algorithmic Investment Models LLC51,444$2.61M1.7%+2.8%0.935%
11/10/2025 Clearstead Trust LLC4,650$236K0.0%N/A0.085%
11/10/2025 Koshinski Asset Management Inc.22,046$1.12M0.1%+26.7%0.401%
11/10/2025 Vestmark Advisory Solutions Inc.57,587$2.92M0.1%-50.5%1.047%
11/7/2025 JPMorgan Chase & Co.10,711$543K0.0%-8.4%0.195%
11/7/2025 Salus Financial Advisors LLC63,101$3.20M2.0%+5.1%1.147%
11/6/2025 Assetmark Inc.57,664$2.92M0.0%-3.1%1.048%
11/5/2025 MMA Asset Management LLC1,039$53K0.0%N/A0.019%
11/5/2025 Savant Capital LLC18,908$958K0.0%+15.7%0.344%
11/5/2025 Envestnet Asset Management Inc.278,124$14.09M0.0%+21.0%5.057%
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
11/4/2025 Jones Financial Companies Lllp9,232$469K0.0%+75.1%0.168%
11/3/2025 Cahill Financial Advisors Inc.10,569$535K0.1%-36.3%0.192%
10/31/2025 BG Investment Services Inc.5,633$285K0.3%N/A0.102%
10/31/2025 B. Riley Wealth Advisors Inc.34,350$1.74M0.1%+23.2%0.625%
10/30/2025 Elevation Capital Advisory LLC32,738$1.66M0.7%N/A0.595%
10/29/2025 Wealth Enhancement Advisory Services LLC24,378$1.24M0.0%-12.3%0.443%
10/22/2025 Commonwealth Equity Services LLC329,858$16.71M0.0%-2.0%5.997%
10/21/2025Global Retirement Partners LLC84,513$4.28M0.1%+3,519.4%1.537%
10/21/2025 Grey Ledge Advisors LLC36,448$1.85M0.4%+1.5%0.663%
10/17/2025 Norris Perne & French LLP MI13,188$668K0.0%-8.3%0.244%


FLTB Institutional Ownership - Frequently Asked Questions

During the previous two years, 92 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), Commonwealth Equity Services LLC ($17.35M), LPL Financial LLC ($14.61M), Envestnet Asset Management Inc. ($14.09M), 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 85 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. ($133.99K), 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 1,379,228 shares in the last 24 months. This purchase volume represents approximately $69.70M in transactions.

Of the 28 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 ($11.94K), Assetmark Inc. ($11.29K), and Islay Capital Management LLC ($10.71K).

Institutional investors have sold a total of 338,518 shares in the last 24 months. This volume of shares sold represents approximately $17.13M in transactions.


Related Companies

This page (NYSEARCA:FLTB) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel