Who Owns FTBD?
FIDELITY TACTICAL BOND ETF — Institutional Ownership & 13F Holdings
$49.17
-0.34 (-0.68%)
Market Cap
$37.8M
Shares Outstanding
740,071
Institutional Holders
14
Total Inst. Value
$7.6M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
4
Closed Positions
2
Increased
6
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | TD Waterhouse Canada Inc. | $3.2M | 66,073 |
| 2 | JANE STREET GROUP, LLC | $1.9M | 39,389 |
| 3 | Koshinski Asset Management, Inc. | $1.4M | 28,471 |
| 4 | BG Investment Services, LLCNew | $232K | 4,738 |
| 5 | OSAIC HOLDINGS, INC. | $228K | 4,670 |
| 6 | J.W. COLE ADVISORS, INC.New | $211K | 4,307 |
| 7 | Peterson Wealth Advisors, LLCNew | $201K | 4,160 |
| 8 | UBS Group AGNew | $113K | 2,307 |
| 9 | ROYAL BANK OF CANADA | $49K | 1,004 |
| 10 | BANK OF MONTREAL /CAN/ | $23K | 475 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JANE STREET GROUP, LLC | +28K | $1.9M |
| BG Investment Services, LLCNew | +5K | $232K |
| OSAIC HOLDINGS, INC. | +538 | $228K |
| J.W. COLE ADVISORS, INC.New | +4K | $211K |
| Peterson Wealth Advisors, LLCNew | +4K | $201K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Koshinski Asset Management, Inc. | -45K | $1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | -2K | $1K |
| TD Waterhouse Canada Inc. | -67 | $3.2M |
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Frequently Asked Questions
How many institutional investors hold FTBD?
As of Q1 2025, 14 institutional investors report holding FTBD (FIDELITY TACTICAL BOND ETF) in their 13F filings.
Which hedge fund owns the most FTBD?
The largest institutional holder of FTBD is TD Waterhouse Canada Inc. with $3.2M in shares.
Are institutions buying or selling FTBD?
This quarter, 4 institutions opened new positions in FTBD and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.