Fidelity Tactical Bond ETFFTBDETF
13F holders, Q2 2025 (June 30)16holders +2
3new positions
1sold out
1famous investor
$49.25avg. 13F price*
At the end of Q2 2025, 16 institutions reported holding Fidelity Tactical Bond ETF (FTBD) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 1 sold out. The largest holders were TD Waterhouse Canada Inc. ($2.7M), Commonwealth Equity Services, LLC ($1.2M) and Citadel Advisors ($1.1M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $445K |
| Exits | 1 | $1.9M |
All 13F filers, Q1 2025 → Q2 2025: 11,793 shares bought and 62,136 shares sold, net −50,343 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| TD Waterhouse Canada Inc. | 0.02% | Reduce -15.9% | 55,583 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.1% | 24,312 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -17.6% | 21,889 | $1.1M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -26.1% | 21,052 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +12.8% | 5,266 | $260K |
| BG Investment Services, LLC | 0.31% | Add +6.2% | 5,031 | $248K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +8.4% | 4,670 | $230K |
| InTrack Investment Management Inc | 0.15% | New | 4,528 | $223K |
| Arkadios Wealth Advisors | 0.01% | New | 4,331 | $213K |
| Peterson Wealth Advisors, LLC | 0.03% | Add +1.0% | 4,201 | $207K |
| UBS Group AG | 0.00% | Reduce -7.9% | 2,124 | $105K |
| Royal Bank of Canada | 0.00% | No change | 1,004 | $49K |
| JPMorgan Chase & Co. | 0.00% | Add +116.1% | 497 | $24K |
| Bank of Montreal | 0.00% | Reduce -14.9% | 404 | $20K |
| Briaud Financial Planning Inc | 0.00% | New | 202 | $9K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -37.7% | 170 | $8K |
"% of holder's portfolio" is FTBD's weight in each manager's 13F, not the share of Fidelity Tactical Bond ETF the manager owns.