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Fidelity Tactical Bond ETF (FTBD) Institutional Ownership

$49.54 +0.30 (+0.61%)
As of 08/22/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$12.29M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$3.70M
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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
8/12/2025 J.W. Cole Advisors Inc.4,670$230K0.0%+8.4%0.849%
8/11/2025 TD Waterhouse Canada Inc.55,583$2.74M0.0%-15.9%10.106%
8/4/2025 Arkadios Wealth Advisors4,331$213K0.0%N/A0.787%
7/30/2025 BG 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%
5/19/2025 Jane Street Group LLC39,189$1.92M0.0%+253.9%7.125%
5/6/2025 BG Investment Services Inc.4,738$232K0.2%N/A0.861%
4/30/2025 Peterson Wealth Advisors LLC4,160$202K0.0%N/A0.756%
4/25/2025 Koshinski Asset Management Inc.28,471$1.39M0.1%-61.2%4.745%
2/17/2025 Citadel Advisors LLC24,402$1.17M0.0%+195.9%8.134%
2/14/2025 Jane Street Group LLC11,074$532K0.0%-29.8%3.691%
2/10/2025 Commonwealth Equity Services LLC25,499$1.23M0.0%+14.6%8.500%
1/16/2025 Koshinski Asset Management Inc.73,459$3.53M0.0%+146.6%24.486%
1/15/2025 KMG Fiduciary Partners LLC128,500$6.18M0.5%+11.5%42.833%
11/15/2024 Jane Street Group LLC15,783$796K0.0%-33.0%5.261%
10/18/2024 KMG Fiduciary Partners LLC115,218$5.81M0.5%+496.8%38.406%
10/10/2024 Koshinski Asset Management Inc.29,787$1.50M0.1%N/A9.929%
7/31/2024 Commonwealth Equity Services LLC9,938$480K0.0%N/A3.313%
8/2/2023 Bank of Montreal Can3,978$196K0.0%N/A1.326%
(Data available from 1/1/2016 forward)

FTBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTBD shares?

During the previous two years, 11 institutional investors and hedge funds held shares of Fidelity Tactical Bond ETF. The most heavily invested institutionals were KMG Fiduciary Partners LLC ($6.18M), TD Waterhouse Canada Inc. ($2.74M), Jane Street Group LLC ($1.92M), Commonwealth Equity Services LLC ($1.23M), Citadel Advisors LLC ($1.17M), Koshinski Asset Management Inc. ($1.04M), and BG Investment Services Inc. ($248K).Learn more on Fidelity Tactical Bond ETF's institutional investors.

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

Of the 10 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 ($16.16K), Commonwealth Equity Services LLC ($13.18K), BG Investment Services Inc. ($5.03K), and InTrack Investment Management Inc ($4.53K).

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

Institutional investors have bought a total of 248,580 shares in the last 24 months. This purchase volume represents approximately $12.29M 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: Koshinski Asset Management Inc. ($52.41K), Jane Street Group LLC ($12.49K), and TD Waterhouse Canada Inc. ($10.49K).

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

Institutional investors have sold a total of 75,388 shares in the last 24 months. This volume of shares sold represents approximately $3.70M in transactions.



This page (NYSEARCA:FTBD) was last updated on 8/23/2025 by MarketBeat.com Staff
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