13FBOX
FIDELITY TACTICAL BND ETF · 13F Institutional Holdings
Options Calculator Rankings
F

FIDELITY TACTICAL BND ETF

FTBD
Institutions
17
Combined AUM (Q2 2026)
$6.8M
Combined Shares (Q2 2026)
137,454
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+41,463
11 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-49,267
10 · 7 Exit · ≈
⚖️ Net
-7,804
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$6.8M
Institutions
17
New Buys
2
Adds
9
Reduces
3
Exits
7
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#9$1.4M28,903$1.2M24,673+4,230+17.14%Add
InTrack Investment Management Inc
0.59%0.27%#1$1.2M24,102$468,5759,533+14,569+152.83%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#11$803,42616,297$590,92312,019+4,278+35.59%Add
BG Investment Services, LLC
0.42%0.45%#2$586,05411,892$547,30011,135+757+6.80%Add
AdvisorNet Financial, Inc
0.02%0.02%#4$533,30810,822$354,3957,210+3,612+50.10%Add
Koshinski Asset Management, Inc.
0.02%0.04%#5$450,8639,149$669,17213,614-4,465-32.80%Reduce
MORGAN STANLEY
<0.01%#13$391,3827,942$00+7,942New Buy
Arkadios Wealth Advisors
0.01%0.01%#7$388,7207,888$390,8587,951-63-0.79%Reduce
Clarity Asset Management, Inc.
0.16%0.15%#3$320,7846,509$300,2766,109+400+6.55%Add
Avidian Wealth Enterprises, LLC
0.01%0.01%#6$266,7035,412$393,2268,000-2,588-32.35%Reduce
J.W. COLE ADVISORS, INC.
<0.01%#8$254,2625,160$00+5,160New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#14$49,0001,004$49,0001,00400.00%Unchanged
TD Waterhouse Canada Inc.
<0.01%<0.01%#12$35,079714$35,07271400.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#16$34,522698$28,286578+120+20.76%Add
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#10$26,548539$10,557215+324+150.70%Add
BANK OF MONTREAL /CAN/
<0.01%<0.01%#15$15,523315$15,48331500.00%Unchanged
UBS Group AG
<0.01%<0.01%#17$5,322108$1,81937+71+191.89%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow