Fidelity Tactical Bond ETFFTBDETF
13F holders, Q4 2024 (December 31)11holders +1
1new positions
0sold out
1famous investor
$48.04avg. 13F price*
At the end of Q4 2024, 11 institutions reported holding Fidelity Tactical Bond ETF (FTBD) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were KMG Fiduciary Partners, LLC ($6.2M), Koshinski Asset Management, Inc. ($3.5M) and TD Waterhouse Canada Inc. ($3.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $7K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 76,652 shares bought and 16,088 shares sold, net +60,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| KMG Fiduciary Partners, LLC | 0.51% | Add +11.5% | 128,500 | $6.2M |
| Koshinski Asset Management, Inc. | 0.30% | Add +146.6% | 73,459 | $3.5M |
| TD Waterhouse Canada Inc. | 0.03% | Add +0.1% | 66,140 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.6% | 25,499 | $1.2M |
| Citadel Advisors | 0.00% | Add +195.9% | 24,402 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -29.8% | 11,074 | $532K |
| Osaic Holdings, Inc. | 0.00% | Reduce -69.5% | 4,981 | $240K |
| Royal Bank of Canada | 0.00% | No change | 1,004 | $48K |
| Bank of Montreal | 0.00% | No change | 315 | $15K |
| Sunbelt Securities, Inc. | 0.00% | Add +84.8% | 170 | $8K |
| JPMorgan Chase & Co. | 0.00% | New | 137 | $7K |
"% of holder's portfolio" is FTBD's weight in each manager's 13F, not the share of Fidelity Tactical Bond ETF the manager owns.