FBUF Institutional Ownership
Fidelity Dynamic Buffered Equity ETF
1W: -0.1%
YTD: +0.3%
$33.57
+0.16 (+0.49%)
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Institutional Ownership — FBUF
17
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
4
New Positions
7
Increased
5
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (17 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Global Trust Asset Management, LLC | 36,965 | 1M | +15,992 | +76.3% | 3Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 20,880 | 701K | +3,398 | +19.4% | 3Q | SEC ↗ |
| 3 | Cambridge Investment Research Advisors | 14,970 | 503K | +32 | +0.2% | 3Q | SEC ↗ |
| 4 | OLD MISSION CAPITAL LLC | 14,704 | 494K | +208 | +1.4% | 3Q | SEC ↗ |
| 5 | RFG Advisory, LLC | 14,616 | 491K | +1,382 | +10.4% | 4Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 14,049 | 472K | — | +0.0% | 1Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 10,027 | 337K | -6,435 | -39.1% | 3Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 8,129 | 273K | +12 | +0.1% | 3Q | SEC ↗ |
| 9 | Kestra Investment Management, LLC | 7,754 | 260K | -6,435 | -45.4% | 3Q | SEC ↗ |
| 10 | Portfolio Strategies, Inc. NEW | 7,115 | 239K | — | +0.0% | 1Q | SEC ↗ |
| 11 | BANK OF MONTREAL /CAN NEW | 3,300 | 111K | — | +0.0% | 1Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 607 | 20K | +403 | +197.5% | 5Q | SEC ↗ |
| 13 | UBS Group AG NEW | 311 | 10K | — | +0.0% | 1Q | SEC ↗ |
| 14 | DHJJ Financial Advisors, Ltd. | 4 | 0K | — | +0.0% | 6Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 0 | 0K | -14,680 | -100.0% | 8Q | SEC ↗ |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | 0 | 0K | -21,852 | -100.0% | 1Q | SEC ↗ |
| 17 | FMR LLC | 0 | 0K | -42,238 | -100.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 14,049 | 472K |
| Portfolio Strategies, Inc. | 7,115 | 239K |
| BANK OF MONTREAL /CAN | 3,300 | 111K |
| UBS Group AG | 311 | 10K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FMR LLC | 42,238 | 1M |
| INDEPENDENT FINANCIAL GROUP, LLC | 21,852 | 734K |
| ROYAL BANK OF CANADA | 14,680 | 493K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Global Trust Asset Management, LLC | +15,992 | +76.3% | 36,965 |
| RAYMOND JAMES FINANCIAL INC | +3,398 | +19.4% | 20,880 |
| RFG Advisory, LLC | +1,382 | +10.4% | 14,616 |
| OSAIC HOLDINGS, INC. | +403 | +197.5% | 607 |
| OLD MISSION CAPITAL LLC | +208 | +1.4% | 14,704 |
| Cambridge Investment Research Advis | +32 | +0.2% | 14,970 |
| Kestra Advisory Services, LLC | +12 | +0.1% | 8,129 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kestra Investment Management, LLC | -6,435 | -45.4% | 7,754 |
| ENVESTNET ASSET MANAGEMENT INC | -6,435 | -39.1% | 10,027 |