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Fidelity Tactical Bond ETF (FTBD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
InTrack Investment Management Inc
INCREASED
Shares42,583 from 24,102
Change+18,481 (+77%)
Value$2.0M (+$803.4K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares32,132 from 28,903
Change+3,229 (+11%)
Value$1.5M (+$78.1K)
Filed 2026-11-02
AdvisorNet Financial, Inc
INCREASED
Shares26,662 from 10,822
Change+15,840 (+146%)
Value$1.3M (+$721.1K)
Filed 2026-10-15
BG Investment Services, LLC
INCREASED
Shares17,212 from 11,892
Change+5,320 (+45%)
Value$804.8K (+$218.7K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
DECREASED
Shares9,004 from 9,149
Change-145 (-2%)
Value$421.0K (-$29.9K)
Filed 2026-10-29
Clarity Asset Management, Inc.
DECREASED
Shares6,182 from 6,509
Change-327 (-5%)
Value$289.1K (-$31.7K)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares5,412 from 5,412
Change0 (0%)
Value$253.1K (-$13.6K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
NEW
Shares4,449
Change+4,449
Value$208.0K
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares4,345 from 5,160
Change-815 (-16%)
Value$203.2K (-$51.1K)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
INCREASED
Shares4,324 from 2,990
Change+1,334 (+45%)
Value$202.2K (+$54.8K)
Filed 2026-10-16
TD Waterhouse Canada Inc.
INCREASED
Shares1,874 from 714
Change+1,160 (+162%)
Value$87.7K (+$52.6K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares544 from 539
Change+5 (+1%)
Value$25.4K (-$1.1K)
Filed 2026-11-04
Osaic Holdings, Inc.
N/A
Shares— from 16,297
Change-16,297 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,942
Change-7,942 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,888
Change-7,888 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 698
Change-698 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 468
Change-468 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 468
Change-468 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 315
Change-315 (-100%)
Value—
UBS Group AG
N/A
Shares— from 108
Change-108 (-100%)
Value—
Status
InTrack Investment Management Inc
INCREASED42,58324,102+18,481+77%$1.2M$2.0M+$803.4K2026-10-15
Commonwealth Equity Services, LLC
INCREASED32,13228,903+3,229+11%$1.4M$1.5M+$78.1K2026-11-02
AdvisorNet Financial, Inc
INCREASED26,66210,822+15,840+146%$533.3K$1.3M+$721.1K2026-10-15
BG Investment Services, LLC
INCREASED17,21211,892+5,320+45%$586.1K$804.8K+$218.7K2026-10-23
Koshinski Asset Management, Inc.
DECREASED9,0049,149-145-2%$450.9K$421.0K-$29.9K2026-10-29
Clarity Asset Management, Inc.
DECREASED6,1826,509-327-5%$320.8K$289.1K-$31.7K2026-10-14
Avidian Wealth Enterprises, LLC
UNCHANGED5,4125,41200%$266.7K$253.1K-$13.6K2026-10-08
Cambridge Investment Research Advisors, Inc.
NEW4,449—+4,449——$208.0K—2026-11-02
J.W. Cole Advisors, Inc.
DECREASED4,3455,160-815-16%$254.3K$203.2K-$51.1K2026-11-05
Brown, Lisle Ings, Inc.
INCREASED4,3242,990+1,334+45%$147.3K$202.2K+$54.8K2026-10-16
TD Waterhouse Canada Inc.
INCREASED1,874714+1,160+162%$35.1K$87.7K+$52.6K2026-10-16
Creative Financial Designs Inc
INCREASED544539+5+1%$26.5K$25.4K-$1.1K2026-11-04
Osaic Holdings, Inc.
N/A—16,297-16,297-100%$803.4K———
Morgan Stanley
N/A—7,942-7,942-100%$391.4K———
Arkadios Wealth Advisors
N/A—7,888-7,888-100%$388.7K———
Royal Bank of Canada
N/A—1,004-1,004-100%$49.0K———
JPMorgan Chase & Co
N/A—698-698-100%$34.5K———
BFC Planning, Inc.
N/A—468-468-100%$23.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—468-468-100%$23.1K———
Bank of Montreal
N/A—315-315-100%$15.5K———
UBS Group AG
N/A—108-108-100%$5.3K———
Showing 21 of 21 institutions