Fidelity Tactical Bond ETFFTBDETF
13F holders, Q3 2024 (September 30)10holders +1
3new positions
2sold out
1famous investor
$50.47avg. 13F price*
At the end of Q3 2024, 10 institutions reported holding Fidelity Tactical Bond ETF (FTBD) in their 13F filings, up 1 from Q2 2024. 3 opened new positions and 2 sold out. The largest holders were KMG Fiduciary Partners, LLC ($5.8M), TD Waterhouse Canada Inc. ($3.3M) and Koshinski Asset Management, Inc. ($1.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Tactical Bond ETF
- CUSIP
- 316188879
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.7M |
| Exits | 2 | $1.8M |
All 13F filers, Q2 2024 → Q3 2024: 166,658 shares bought and 44,870 shares sold, net +121,788 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| KMG Fiduciary Partners, LLC | 0.50% | Add +496.8% | 115,218 | $5.8M |
| TD Waterhouse Canada Inc. | 0.03% | Add +6.4% | 66,056 | $3.3M |
| Koshinski Asset Management, Inc. | 0.13% | New | 29,787 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +123.9% | 22,255 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | New | 16,360 | $825K |
| Jane Street Group, LLC | 0.00% | Reduce -33.0% | 15,783 | $796K |
| Citadel Advisors | 0.00% | New | 8,247 | $416K |
| Royal Bank of Canada | 0.00% | No change | 1,004 | $51K |
| Bank of Montreal | 0.00% | No change | 315 | $16K |
| Sunbelt Securities, Inc. | 0.00% | Add +124.4% | 92 | $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.