Fidelity Tactical Bond ETFFTBDETF
13F holders, Q4 2025 (December 31)17holders
4new positions
4sold out
$49.53avg. 13F price*
At the end of Q4 2025, 17 institutions reported holding Fidelity Tactical Bond ETF (FTBD) in their 13F filings, unchanged from Q3 2025. 4 opened new positions and 4 sold out. The largest holders were Commonwealth Equity Services, LLC ($1.1M), Koshinski Asset Management, Inc. ($674K) and Osaic Holdings, Inc. ($555K).
- Company
- Fidelity Tactical Bond ETF
- CUSIP
- 316188879
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $87K |
| Exits | 4 | $2.6M |
All 13F filers, Q3 2025 → Q4 2025: 9,640 shares bought and 117,203 shares sold, net −107,563 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.2% | 22,143 | $1.1M |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -27.0% | 13,614 | $674K |
| Osaic Holdings, Inc. | 0.00% | Add +14.1% | 11,213 | $555K |
| BG Investment Services, LLC | 0.44% | Add +44.0% | 10,023 | $496K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 8,000 | $396K |
| InTrack Investment Management Inc | 0.20% | Add +29.4% | 7,108 | $352K |
| Arkadios Wealth Advisors | 0.01% | Add +36.2% | 6,299 | $312K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -9.1% | 4,803 | $238K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.4% | 4,190 | $207K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,336 | $66K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -97.9% | 1,228 | $61K |
| Royal Bank of Canada | 0.00% | No change | 1,004 | $50K |
| Bank of Montreal | 0.00% | Add +41.6% | 446 | $22K |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.4% | 409 | $20K |
| Farther Finance Advisors, LLC | 0.00% | New | 318 | $16K |
| Creative Financial Designs Inc. | 0.00% | New | 84 | $4K |
| UBS Group AG | 0.00% | New | 18 | $891 |
"% of holder's portfolio" is FTBD's weight in each manager's 13F, not the share of Fidelity Tactical Bond ETF the manager owns.