Free Trial
→ Banks aren’t ready for this altcoin—are you? (From Crypto 101 Media) (Ad) Free FLTB Stock Alerts

Fidelity Limited Term Bond ETF (FLTB) Institutional Ownership

$50.25 -0.02 (-0.04%)
As of 07/11/2025 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)
46
Total
Institutional Inflows
(last 12 months)
$39.50M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$5.95M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Compass Ion Advisors LLC3,980$201K0.0%N/A0.084%
7/10/2025 Wealth Enhancement Advisory Services LLC27,809$1.40M0.0%-7.1%0.585%
7/2/2025 Dentgroup LLC10,606$535K0.4%+17.4%0.228%
5/20/2025Focus Partners Wealth20,118$1.01M0.0%+3,043.4%0.442%
5/19/2025Jane Street Group LLC33,976$1.70M0.0%+315.5%0.755%
5/16/2025Jones Financial Companies Lllp6,270$314K0.0%+1,269.0%0.139%
5/16/2025Algorithmic Investment Models LLC47,839$2.40M1.8%N/A1.063%
5/15/2025Focus Partners Advisor Solutions LLC21,079$1.06M0.0%N/A0.468%
5/14/2025Islay Capital Management LLC40,355$2.02M1.4%+354.9%0.897%
5/13/2025Vestmark Advisory Solutions Inc.72,407$3.63M0.1%+8.7%1.609%
5/9/2025Commonwealth Equity Services LLC327,438$16.40M0.0%+3.7%7.276%
5/9/2025PNC Financial Services Group Inc.1,402$70K0.0%N/A0.031%
5/7/2025LPL Financial LLC92,958$4.66M0.0%-11.6%2.066%
5/6/2025Assetmark Inc.63,911$3.20M0.0%N/A1.420%
5/6/2025Advisor OS LLC12,450$624K0.1%+57.7%0.277%
5/5/2025WNY Asset Management LLC11,484$575K0.1%N/A0.255%
5/5/2025IFP Advisors Inc10,347$518K0.0%-15.5%0.230%
5/5/2025Kestra Private Wealth Services LLC43,681$2.19M0.0%-1.1%0.971%
4/30/2025Rehmann Capital Advisory Group9,386$470K0.0%+20.0%0.209%
4/29/2025Envestnet Asset Management Inc.203,132$10.18M0.0%+18.2%4.514%
4/29/2025McGlone Suttner Wealth Management Inc.10,687$535K0.1%-5.3%0.237%
4/25/2025Koshinski Asset Management Inc.14,578$730K0.1%+44.6%0.324%
4/25/2025Salus Financial Advisors LLC55,683$2.79M2.1%+10.9%1.237%
4/22/2025Cambridge Investment Research Advisors Inc.5,022$252K0.0%+10.1%0.112%
4/21/2025Norris Perne & French LLP MI13,955$699K0.1%+19.4%0.310%
4/18/2025GSB Wealth Management LLC35,360$1.77M0.5%+1.6%0.786%
4/17/2025Great Lakes Retirement Inc.24,911$1.25M0.2%-4.5%0.554%
4/17/2025 Dynamic Advisor Solutions LLC14,298$716K0.0%-1.4%0.318%
4/16/2025Lakeridge Wealth Management LLC17,212$862K0.4%N/A0.382%
4/16/2025 Wealth Enhancement Advisory Services LLC29,939$1.50M0.0%-25.2%0.665%
4/14/2025 Dentgroup LLC9,036$453K0.3%-10.5%0.201%
3/17/2025 Wealth Enhancement Advisory Services LLC40,034$1.99M0.0%+425.0%0.965%
2/24/2025United Advisor Group LLC6,707$333K0.1%N/A0.227%
2/17/2025Salus Financial Advisors LLC50,219$2.49M2.0%N/A1.702%
2/17/2025Focus Partners Wealth640$32K0.0%-97.0%0.022%
2/17/2025Citadel Advisors LLC40,500$2.01M0.0%N/A1.373%
2/17/2025Bank of America Corp DE79,348$3.94M0.0%-8.0%2.690%
2/17/2025Adapt Wealth Advisors LLC4,801$238K0.1%N/A0.163%
2/14/2025Mercer Global Advisors Inc. ADV14,542$722K0.0%-6.1%0.493%
2/14/2025Jane Street Group LLC8,178$406K0.0%N/A0.277%
Banks aren’t ready for this altcoin—are you? (Ad)

The Secret Crypto That Billionaires Are Hoarding When these hit, the current price will look like pocket change.

Discover the protocol that crypto whales are secretly accumulating...
2/14/2025Concourse Financial Group Securities Inc.5,965$297K0.0%+30.0%0.202%
2/13/2025Regal Investment Advisors LLC77,098$3.83M0.3%+2.7%2.613%
2/13/2025Raymond James Financial Inc.4,416$219K0.0%N/A0.150%
2/13/2025Envestnet Asset Management Inc.171,783$8.53M0.0%-20.6%5.823%
2/13/2025Wells Fargo & Company MN507$25K0.0%N/A0.017%
2/13/2025Islay Capital Management LLC8,872$440K0.3%-3.3%0.301%
2/12/2025WealthTrak Capital Management LLC2,510$125K0.1%N/A0.085%
2/12/2025JPMorgan Chase & Co.14,124$701K0.0%+6.4%0.479%
2/11/2025LPL Financial LLC105,205$5.22M0.0%+222.5%3.566%
2/10/2025Commonwealth Equity Services LLC315,604$15.66M0.0%+25.9%10.698%
2/10/2025Avantax Advisory Services Inc.5,748$285K0.0%-13.2%0.195%
2/6/2025Vestmark Advisory Solutions Inc.66,598$3.31M0.1%+17.9%2.258%
2/6/2025Raymond James Financial Inc.4,416$219K0.0%N/A0.150%
2/5/2025Advisor OS LLC7,893$392K0.0%+11.3%0.268%
2/4/2025IFP Advisors Inc12,242$608K0.0%+60.0%0.415%
1/30/2025 Roxbury Financial LLC1,505$75K0.1%N/A0.051%
1/29/2025Great Lakes Retirement Inc.26,080$1.30M0.2%+2.7%0.884%
1/29/2025Soltis Investment Advisors LLC12,256$608K0.1%-10.0%0.415%
1/29/2025Savant Capital LLC10,122$502K0.0%+54.0%0.343%
1/28/2025Kestra Private Wealth Services LLC44,185$2.19M0.0%-9.7%1.498%
1/23/2025Southern Capital Advisors LLC4,328$215K0.1%N/A0.147%
1/23/2025Norris Perne & French LLP MI11,692$580K0.0%+4.9%0.396%
1/21/2025GSB Wealth Management LLC34,817$1.73M0.4%+4.9%1.180%
1/21/2025McGlone Suttner Wealth Management Inc.11,280$560K0.1%+6.3%0.382%
1/16/2025Koshinski Asset Management Inc.10,079$500K0.0%+12.5%0.342%
1/10/2025 Wealth Enhancement Advisory Services LLC39,494$1.99M0.0%+418.0%1.339%
1/3/2025 Dentgroup LLC10,093$501K0.4%-11.9%0.342%
12/26/2024JPMorgan Chase & Co.13,278$669K0.0%+13.6%0.450%
11/15/2024MML Investors Services LLC19,903$1.00M0.0%+8.3%0.675%
11/14/2024Flow Traders U.S. LLC30,317$1.53M0.1%+77.3%1.028%
11/7/2024Thrivent Financial for Lutherans12,103$612K0.0%+27.5%0.410%
11/7/2024Sugar Maple Asset Management LLC6,992$352K0.3%N/A0.237%
11/5/2024Apollon Wealth Management LLC8,014$404K0.0%-20.9%0.272%
10/28/2024Norris Perne & French LLP MI11,142$561K0.0%+8.7%0.378%
10/24/2024 Wealth Enhancement Advisory Services LLC7,625$384K0.0%N/A0.258%
10/23/2024Great Lakes Retirement Inc.25,403$1.28M0.2%+936.4%0.861%
10/19/2024Compass Ion Advisors LLC3,980$200K0.0%N/A0.135%
10/10/2024McGlone Suttner Wealth Management Inc.10,608$534K0.1%-20.2%0.360%
10/10/2024Koshinski Asset Management Inc.8,957$451K0.0%+10.2%0.304%
10/2/2024 Dentgroup LLC11,456$577K0.4%-2.3%0.388%
8/16/2024Regal Investment Advisors LLC72,696$3.57M0.2%+3.1%2.464%
8/14/2024Bank of Montreal Can18,702$899K0.0%N/A0.634%
8/12/2024Glass Jacobson Investment Advisors llc2,369$116K0.0%-8.8%0.080%
8/8/2024Envestnet Asset Management Inc.194,323$9.54M0.0%+16.6%6.587%
8/6/2024Advisor OS LLC6,237$306K0.0%-6.3%0.211%
7/31/2024Commonwealth Equity Services LLC233,141$11.44M0.0%-0.2%7.903%
7/25/2024Levy Wealth Management Group LLC31,782$1.56M0.4%+10.3%1.077%
7/19/2024Hoylecohen LLC22,366$1.10M0.1%-6.9%0.758%
7/19/2024McGlone Suttner Wealth Management Inc.13,289$654K0.2%+3.9%0.450%
7/15/2024 Dynamic Advisor Solutions LLC14,364$705K0.0%+7.9%0.487%
Banks aren’t ready for this altcoin—are you? (Ad)

The Secret Crypto That Billionaires Are Hoarding When these hit, the current price will look like pocket change.

Discover the protocol that crypto whales are secretly accumulating...
7/8/2024 Dentgroup LLC11,730$576K0.5%N/A0.398%
5/10/2024Osaic Holdings Inc.158,266$7.77M0.0%-7.4%5.365%
5/9/2024Koshinski Asset Management Inc.8,863$435K0.0%+44.7%0.300%
5/8/2024Avantax Advisory Services Inc.8,349$409K0.0%+47.4%0.283%
5/7/2024WNY Asset Management LLC15,285$750K0.1%-8.9%0.518%
5/3/2024Rehmann Capital Advisory Group7,828$384K0.0%+4.4%0.265%
5/2/2024GSB Wealth Management LLC33,064$1.62M0.5%+2.9%1.121%
5/1/2024Concourse Financial Group Securities Inc.4,590$226K0.0%-5.6%0.156%
4/29/2024Commonwealth Equity Services LLC233,703$11.46M0.0%-2.8%7.922%
4/19/2024Wealth Management Resources Inc.5,933$291K0.1%-9.3%0.156%
(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, 70 institutional investors and hedge funds held shares of Fidelity Limited Term Bond ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($16.40M), UBS Group AG ($11.56M), Envestnet Asset Management Inc. ($10.18M), Osaic Holdings Inc. ($7.77M), LPL Financial LLC ($4.66M), Bank of America Corp DE ($3.94M), and Regal Investment Advisors LLC ($3.83M).Learn more on Fidelity Limited Term Bond ETF's institutional investors.

What percentage of Fidelity Limited Term Bond ETF's stock is owned by 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.

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

Of the 59 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: Kestra Private Wealth Services LLC ($125.38K), Envestnet Asset Management Inc. ($111.49K), Commonwealth Equity Services LLC ($105.23K), LPL Financial LLC ($72.58K), Wealth Enhancement Advisory Services LLC ($71.90K), Assetmark Inc. ($63.91K), and Salus Financial Advisors LLC ($55.68K).

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

Institutional investors have bought a total of 792,608 shares in the last 24 months. This purchase volume represents approximately $39.50M in transactions.

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

Of the 20 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: Envestnet Asset Management Inc. ($44.57K), Focus Partners Wealth ($20.65K), LPL Financial LLC ($12.25K), Wealth Enhancement Advisory Services LLC ($12.23K), Bank of America Corp DE ($6.87K), Kestra Private Wealth Services LLC ($5.26K), and McGlone Suttner Wealth Management Inc. ($3.27K).

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

Institutional investors have sold a total of 119,512 shares in the last 24 months. This volume of shares sold represents approximately $5.95M in transactions.


Related Companies

This page (NYSEARCA:FLTB) was last updated on 7/13/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Banks aren’t ready for this altcoin—are you?
Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...
Crypto 101 Media | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored