Fidelity Tactical Bond ETFFTBDETF

13F holders, Q3 2025 (September 30)
17holders +1
3new positions
2sold out
1famous investor
$49.98avg. 13F price*

At the end of Q3 2025, 17 institutions reported holding Fidelity Tactical Bond ETF (FTBD) in their 13F filings, up 1 from Q2 2025. 3 opened new positions and 2 sold out. The largest holders were TD Waterhouse Canada Inc. ($3.0M), Citadel Advisors ($1.5M) and Commonwealth Equity Services, LLC ($1.2M). 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

0510152025 Q1 2024: 10Q1 2024Q2 2024: 9Q2 2024Q3 2024: 10Q3 2024Q4 2024: 11Q4 2024Q1 2025: 14Q1 2025Q2 2025: 16Q2 2025Q3 2025: 17Q3 2025Q4 2025: 17Q4 2025Q1 2026: 22Q1 2026Q2 2026: 18Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions3$1.1M
Exits2$114K

All 13F filers, Q2 2025 → Q3 2025: 49,558 shares bought and 5,023 shares sold, net +44,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 17 holders

TD Waterhouse Canada Inc. 0.02% Add +7.3% 59,644 $3.0M
Citadel Advisors 0.00% Add +39.5% 30,537 $1.5M
Commonwealth Equity Services, LLC 0.00% Reduce -0.8% 24,123 $1.2M
Koshinski Asset Management, Inc. 0.07% Reduce -11.4% 18,652 $933K
Jane Street Group, LLC 0.00% New 12,706 $635K
Osaic Holdings, Inc. 0.00% Add +86.7% 9,829 $490K
Avidian Wealth Enterprises, LLC 0.02% New 8,000 $400K
Peterson Wealth Advisors, LLC 0.06% Add +78.0% 7,477 $373K
BG Investment Services, LLC 0.34% Add +38.3% 6,960 $348K
InTrack Investment Management Inc 0.16% Add +21.3% 5,493 $275K
J.W. Cole Advisors, Inc. 0.01% Add +13.2% 5,285 $264K
Arkadios Wealth Advisors 0.01% Add +6.8% 4,626 $231K
Sunbelt Securities, Inc. 0.01% Add +2354.1% 4,172 $209K
Royal Bank of Canada 0.00% No change 1,004 $50K
Advisory Services Network, LLC 0.00% New 498 $25K
JPMorgan Chase & Co. 0.00% Reduce -3.8% 478 $24K
Bank of Montreal 0.00% Reduce -22.0% 315 $16K

"% of holder's portfolio" is FTBD's weight in each manager's 13F, not the share of Fidelity Tactical Bond ETF the manager owns.