Fidelity Tactical Bond ETFFTBDETF
13F holders, Q2 2026 (June 30)18holders −4
3new positions
5sold out
$49.28avg. 13F price*
At the end of Q2 2026, 18 institutions reported holding Fidelity Tactical Bond ETF (FTBD) in their 13F filings, down 4 from Q1 2026. 3 opened new positions and 5 sold out. The largest holders were Commonwealth Equity Services, LLC ($1.4M), InTrack Investment Management Inc ($1.2M) and Osaic Holdings, Inc. ($803K).
- Company
- Fidelity Tactical Bond ETF
- CUSIP
- 316188879
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $793K |
| Exits | 5 | $1.8M |
All 13F filers, Q1 2026 → Q2 2026: 44,453 shares bought and 44,547 shares sold, net −94 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Commonwealth Equity Services, LLC | 0.00% | Add +17.1% | 28,903 | $1.4M |
| InTrack Investment Management Inc | 0.59% | Add +152.8% | 24,102 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +35.6% | 16,297 | $803K |
| BG Investment Services, LLC | 0.42% | Add +6.8% | 11,892 | $586K |
| AdvisorNet Financial, Inc | 0.02% | Add +50.1% | 10,822 | $533K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -32.8% | 9,149 | $451K |
| Morgan Stanley | 0.00% | New | 7,942 | $391K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.8% | 7,888 | $389K |
| Clarity Asset Management, Inc. | 0.16% | Add +6.5% | 6,509 | $321K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -32.4% | 5,412 | $267K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 5,160 | $254K |
| Brown, Lisle/Cummings, Inc. | 0.03% | New | 2,990 | $147K |
| Royal Bank of Canada | 0.00% | No change | 1,004 | $49K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 714 | $35K |
| JPMorgan Chase & Co. | 0.00% | Add +20.8% | 698 | $35K |
| Creative Financial Designs Inc. | 0.00% | Add +150.7% | 539 | $27K |
| Bank of Montreal | 0.00% | No change | 315 | $16K |
| UBS Group AG | 0.00% | Add +191.9% | 108 | $5K |
"% of holder's portfolio" is FTBD's weight in each manager's 13F, not the share of Fidelity Tactical Bond ETF the manager owns.