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Fidelity Limited Term Bond ETF (FLTB) Institutional Ownership

$49.83 +0.09 (+0.18%)
As of 01/21/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$13.82M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.43M
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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
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%
1/16/2025 Koshinski 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%
11/7/2024 Sugar 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%
10/10/2024 Koshinski 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%
7/15/2024Dynamic Advisor Solutions LLC14,364$705K0.0%+7.9%0.487%
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%
5/9/2024 Koshinski 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%
4/16/2024Norris Perne & French LLP MI9,894$485K0.0%-87.2%0.260%
2/21/2024WNY Asset Management LLC16,785$826K0.1%+111.1%0.442%
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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%
1/29/2024 Koshinski Asset Management Inc.6,123$301K0.0%-10.0%0.161%
1/22/2024Norris 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%
1/19/2024Wealth Management Resources Inc.6,543$322K0.2%-63.7%0.172%
1/18/2024McGlone Suttner Wealth Management Inc.13,289$654K0.1%-39.7%0.350%
1/17/2024OmniStar Financial Group Inc.11,369$559K0.7%-3.4%0.299%
1/16/2024Raymond James Financial Services Advisors Inc.6,269$308K0.0%-88.9%0.165%
1/11/2024Dynamic Advisor Solutions LLC7,944$389K0.0%+22.4%0.209%
12/14/2023WNY Asset Management LLC7,950$380K0.1%N/A0.209%
12/11/2023Sunbelt 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%
11/7/2023Community Financial Services Group LLC16,406$784K0.2%N/A0.432%
11/7/2023OmniStar 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%
10/25/2023Wealth Management Resources Inc.18,049$863K0.5%-7.4%0.475%
10/25/2023Levy Wealth Management Group LLC28,786$1.38M0.4%-3.3%0.758%
10/24/2023Raymond 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%
10/19/2023McGlone Suttner Wealth Management Inc.22,036$1.05M0.2%-15.3%0.580%
10/18/2023Norris Perne & French LLP MI78,473$3.75M0.3%-5.1%2.065%
10/18/2023 Koshinski Asset Management Inc.6,806$325K0.0%+23.3%0.179%
10/13/2023Global Retirement Partners LLC10,628$506K0.0%-2.2%0.280%
10/12/2023IFP Advisors Inc11,535$551K0.0%-83.2%0.304%
10/11/2023Dynamic 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%
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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%
(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, 69 institutional investors and hedge funds held shares of Fidelity Limited Term Bond ETF. The most heavily invested institutionals were Assetmark Inc. ($50.25M), UBS Group AG ($11.56M), Commonwealth Equity Services LLC ($11.44M), Advisor Group Holdings Inc. ($10.99M), Envestnet Asset Management Inc. ($9.54M), Osaic Holdings Inc. ($7.77M), 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 57 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), UBS Group AG ($139.09K), Kestra Private Wealth Services LLC ($125.38K), Advisor Group Holdings Inc. ($85.99K), Envestnet Asset Management Inc. ($80.14K), Commonwealth Equity Services LLC ($73.64K), and Absolute Capital Management LLC ($68.65K).

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

Institutional investors have bought a total of 2,289,278 shares in the last 24 months. This purchase volume represents approximately $110.30M in transactions.

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

Of the 40 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), IFP Advisors Inc ($306.42K), Norris Perne & French LLP MI ($198.05K), UBS Group AG ($142.33K), Mercer Global Advisors Inc. ADV ($108.91K), Rehmann Capital Advisory Group ($66.65K), and Raymond James Financial Services Advisors Inc. ($57.69K).

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

Institutional investors have sold a total of 1,553,313 shares in the last 24 months. This volume of shares sold represents approximately $74.91M in transactions.


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This page (NYSEARCA:FLTB) was last updated on 1/22/2025 by MarketBeat.com Staff
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