Fidelity Tactical Bond ETFFTBDETF
13F holders, Q1 2025 (March 31)14holders +3
4new positions
1sold out
1famous investor
$48.90avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding Fidelity Tactical Bond ETF (FTBD) in their 13F filings, up 3 from Q4 2024. 4 opened new positions and 1 sold out. The largest holders were TD Waterhouse Canada Inc. ($3.2M), Jane Street Group, LLC ($1.9M) and Koshinski Asset Management, Inc. ($1.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $757K |
| Exits | 1 | $6.2M |
All 13F filers, Q4 2024 → Q1 2025: 46,151 shares bought and 176,225 shares sold, net −130,074 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| TD Waterhouse Canada Inc. | 0.03% | Reduce -0.1% | 66,073 | $3.2M |
| Jane Street Group, LLC | 0.00% | Add +253.9% | 39,189 | $1.9M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -61.2% | 28,471 | $1.4M |
| Citadel Advisors | 0.00% | Add +8.9% | 26,570 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.3% | 23,140 | $1.1M |
| BG Investment Services, LLC | 0.25% | New | 4,738 | $232K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.2% | 4,670 | $228K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,307 | $211K |
| Peterson Wealth Advisors, LLC | 0.04% | New | 4,160 | $202K |
| UBS Group AG | 0.00% | New | 2,307 | $113K |
| Royal Bank of Canada | 0.00% | No change | 1,004 | $49K |
| Bank of Montreal | 0.00% | Add +50.8% | 475 | $23K |
| Sunbelt Securities, Inc. | 0.00% | Add +60.6% | 273 | $13K |
| JPMorgan Chase & Co. | 0.00% | Add +67.9% | 230 | $11K |
"% of holder's portfolio" is FTBD's weight in each manager's 13F, not the share of Fidelity Tactical Bond ETF the manager owns.