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Fidelity Tactical Bond ETF (FTBD) Institutional Ownership

$49.21 +0.13 (+0.26%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Fidelity Tactical Bond ETF (NYSEARCA:FTBD)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$4.52M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$4.27M
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FTBD Institutional Buying and Selling by Quarter

Fidelity Tactical Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2026 AdvisorNet Financial Inc7,210$354K0.0%N/A0.961%
2/17/2026Osaic Holdings Inc.11,213$555K0.0%+14.1%1.602%
2/13/2026 Kestra Advisory Services LLC1,336$66K0.0%N/A0.191%
2/13/2026Arkadios Wealth Advisors6,299$312K0.0%+36.2%0.900%
2/12/2026 Commonwealth Equity Services LLC22,143$1.10M0.0%-8.2%3.163%
2/11/2026 J.W. Cole Advisors Inc.4,803$238K0.0%-9.1%0.686%
2/5/2026BG Investment Services LLC10,023$496K0.4%+44.0%1.432%
2/3/2026 Koshinski Asset Management Inc.13,614$674K0.0%-27.0%1.945%
1/27/2026TD Waterhouse Canada Inc.1,228$61K0.0%-97.9%0.175%
1/14/2026 InTrack Investment Management Inc7,108$352K0.2%+29.4%1.094%
11/19/2025Sunbelt Securities Inc.4,172$209K0.0%+2,354.1%0.695%
11/18/2025Advisory Services Network LLC498$25K0.0%N/A0.083%
11/17/2025Citadel Advisors LLC30,537$1.53M0.0%+39.5%5.090%
11/10/2025 Koshinski Asset Management Inc.18,652$933K0.1%-11.4%3.109%
11/5/2025 J.W. Cole Advisors Inc.5,285$264K0.0%+13.2%0.881%
11/3/2025TD Waterhouse Canada Inc.59,644$2.98M0.0%+7.3%9.941%
10/31/2025BG Investment Services Inc.6,960$348K0.3%+38.3%1.160%
10/30/2025Avidian Wealth Enterprises LLC8,000$400K0.0%N/A1.333%
10/29/2025Arkadios Wealth Advisors4,626$231K0.0%+6.8%0.771%
10/22/2025 InTrack Investment Management Inc5,493$275K0.2%+21.3%0.916%
10/9/2025 Peterson Wealth Advisors LLC7,477$373K0.1%+78.0%1.246%
9/4/2025Osaic Holdings Inc.5,266$260K0.0%+12.8%0.957%
8/12/2025 J.W. Cole Advisors Inc.4,670$230K0.0%+8.4%0.849%
8/11/2025TD Waterhouse Canada Inc.55,583$2.74M0.0%-15.9%10.106%
8/4/2025Arkadios Wealth Advisors4,331$213K0.0%N/A0.787%
7/30/2025BG Investment Services Inc.5,031$248K0.3%+6.2%0.915%
7/29/2025 Koshinski Asset Management Inc.21,052$1.04M0.1%-26.1%3.828%
7/23/2025 InTrack Investment Management Inc4,528$223K0.1%N/A0.823%
5/19/2025Jane Street Group LLC39,189$1.92M0.0%+253.9%7.125%
5/6/2025BG Investment Services Inc.4,738$232K0.2%N/A0.861%
4/30/2025Peterson Wealth Advisors LLC4,160$202K0.0%N/A0.756%
4/25/2025Koshinski Asset Management Inc.28,471$1.39M0.1%-61.2%4.745%
2/17/2025Citadel Advisors LLC24,402$1.17M0.0%+195.9%8.134%
2/14/2025Jane Street Group LLC11,074$532K0.0%-29.8%3.691%
2/10/2025Commonwealth Equity Services LLC25,499$1.23M0.0%+14.6%8.500%
1/16/2025Koshinski Asset Management Inc.73,459$3.53M0.0%+146.6%24.486%
1/15/2025KMG Fiduciary Partners LLC128,500$6.18M0.5%+11.5%42.833%
11/15/2024Jane Street Group LLC15,783$796K0.0%-33.0%5.261%
10/18/2024KMG Fiduciary Partners LLC115,218$5.81M0.5%+496.8%38.406%
10/10/2024Koshinski Asset Management Inc.29,787$1.50M0.1%N/A9.929%
7/31/2024Commonwealth Equity Services LLC9,938$480K0.0%N/A3.313%
8/2/2023Bank of Montreal Can3,978$196K0.0%N/A1.326%


FTBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTBD shares?

During the previous two years, 18 institutional investors and hedge funds held shares of Fidelity Tactical Bond ETF. The most heavily invested institutionals were KMG Fiduciary Partners LLC ($6.18M), Jane Street Group LLC ($1.92M), Citadel Advisors LLC ($1.53M), Commonwealth Equity Services LLC ($1.10M), Koshinski Asset Management Inc. ($674K), Osaic Holdings Inc. ($555K), and BG Investment Services LLC ($496K).Learn more on Fidelity Tactical Bond ETF's institutional investors.

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

Of the 18 institutional investors that purchased Fidelity Tactical Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: KMG Fiduciary Partners LLC ($109.19K), Koshinski Asset Management Inc. ($73.46K), Jane Street Group LLC ($28.12K), Citadel Advisors LLC ($24.80K), Commonwealth Equity Services LLC ($13.18K), Avidian Wealth Enterprises LLC ($8K), and Peterson Wealth Advisors LLC ($7.44K).

How much institutional buying is happening at Fidelity Tactical Bond ETF?

Institutional investors have bought a total of 91,534 shares in the last 24 months. This purchase volume represents approximately $4.52M in transactions.

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

The following institutional investors have sold Fidelity Tactical Bond ETF stock in the last 24 months: TD Waterhouse Canada Inc. ($68.91K), Koshinski Asset Management Inc. ($14.86K), Commonwealth Equity Services LLC ($1.98K), and J.W. Cole Advisors Inc. ($482.00).

How much institutional selling is happening at Fidelity Tactical Bond ETF?

Institutional investors have sold a total of 86,225 shares in the last 24 months. This volume of shares sold represents approximately $4.27M in transactions.



This page (NYSEARCA:FTBD) was last updated on 5/5/2026 by MarketBeat.com Staff.
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