FTBD Institutional Ownership
Fidelity Tactical Bond ETF
1W: -0.6%
1M: -2.9%
3M: -5.2%
YTD: -4.6%
1Y: -5.6%
3Y: +11.7%
$46.80
-0.04 (-0.09%)
Weekly Expected Move ±0.8%
$46
$46
$47
$47
$48
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FTBD
23
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
7M
Total Invested
3
New Positions
9
Increased
8
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (26 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 28,903 | 1M | +4,230 | +17.1% | 9Q | SEC ↗ |
| 2 | InTrack Investment Management Inc | 24,102 | 1M | +14,569 | +152.8% | 5Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 16,297 | 763K | +4,278 | +35.6% | 8Q | SEC ↗ |
| 4 | BG Investment Services, LLC | 11,892 | 557K | +757 | +6.8% | 6Q | SEC ↗ |
| 5 | AdvisorNet Financial, Inc | 10,822 | 506K | +3,612 | +50.1% | 2Q | SEC ↗ |
| 6 | Koshinski Asset Management, Inc. | 9,149 | 428K | -4,465 | -32.8% | 8Q | SEC ↗ |
| 7 | MORGAN STANLEY NEW | 7,942 | 372K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Arkadios Wealth Advisors | 7,888 | 369K | -63 | -0.8% | 5Q | SEC ↗ |
| 9 | Clarity Asset Management, Inc. | 6,509 | 305K | +400 | +6.5% | 2Q | SEC ↗ |
| 10 | Avidian Wealth Enterprises, LLC | 5,412 | 253K | -2,588 | -32.4% | 4Q | SEC ↗ |
| 11 | J.W. COLE ADVISORS, INC. NEW | 5,160 | 242K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Sunbelt Securities, Inc. | 4,476 | 209K | +286 | +6.8% | 8Q | SEC ↗ |
| 13 | BROWN, LISLE/CUMMINGS, INC. NEW | 2,990 | 140K | — | +0.0% | 1Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 1,004 | 47K | — | +0.0% | 12Q | SEC ↗ |
| 15 | TD Waterhouse Canada Inc. | 714 | 33K | — | +0.0% | 13Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 698 | 33K | +120 | +20.8% | 7Q | SEC ↗ |
| 17 | CREATIVE FINANCIAL DESIGNS INC /ADV | 539 | 25K | +324 | +150.7% | 3Q | SEC ↗ |
| 18 | BANK OF MONTREAL /CAN | 315 | 15K | — | +0.0% | 10Q | SEC ↗ |
| 19 | CWM, LLC NEW | 244 | 11K | — | +0.0% | 1Q | SEC ↗ |
| 20 | UBS Group AG | 108 | 5K | +71 | +191.9% | 3Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 0 | 0K | -7,011 | -100.0% | 1Q | SEC ↗ |
| 22 | JANE STREET GROUP, LLC | 0 | 0K | -6,766 | -100.0% | 1Q | SEC ↗ |
| 23 | Farther Finance Advisors, LLC | 0 | 0K | -318 | -100.0% | 2Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC | 0 | 0K | -21,532 | -100.0% | 1Q | SEC ↗ |
| 25 | Kestra Advisory Services, LLC | 0 | 0K | -1,336 | -100.0% | 1Q | SEC ↗ |
| 26 | Advisory Services Network, LLC | 0 | 0K | -1,804 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 7,942 | 372K |
| J.W. COLE ADVISORS, INC. | 5,160 | 242K |
| BROWN, LISLE/CUMMINGS, INC. | 2,990 | 140K |
| CWM, LLC | 244 | 11K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 21,532 | 1M |
| Cambridge Investment Research Advis | 7,011 | 328K |
| JANE STREET GROUP, LLC | 6,766 | 317K |
| Advisory Services Network, LLC | 1,804 | 84K |
| Kestra Advisory Services, LLC | 1,336 | 63K |
| Farther Finance Advisors, LLC | 318 | 15K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| InTrack Investment Management Inc | +14,569 | +152.8% | 24,102 |
| OSAIC HOLDINGS, INC. | +4,278 | +35.6% | 16,297 |
| COMMONWEALTH EQUITY SERVICES, LLC | +4,230 | +17.1% | 28,903 |
| AdvisorNet Financial, Inc | +3,612 | +50.1% | 10,822 |
| BG Investment Services, LLC | +757 | +6.8% | 11,892 |
| Clarity Asset Management, Inc. | +400 | +6.5% | 6,509 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +324 | +150.7% | 539 |
| Sunbelt Securities, Inc. | +286 | +6.8% | 4,476 |
| JPMORGAN CHASE & CO | +120 | +20.8% | 698 |
| UBS Group AG | +71 | +191.9% | 108 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Koshinski Asset Management, Inc. | -4,465 | -32.8% | 9,149 |
| Avidian Wealth Enterprises, LLC | -2,588 | -32.4% | 5,412 |
| Arkadios Wealth Advisors | -63 | -0.8% | 7,888 |