FTBD institutional holders
Fidelity Tactical Bond ETF · 20 reporting institutions · $7M reported value
Funds that can replace FTBD · FTBD return decomposition
Institutional holdings
| Institution | Reported position | Advisors at firm | Report period |
|---|---|---|---|
| Commonwealth Equity Services, LLC | $1.4M | 2,863 | 2026-06-30 |
| Intrack Investment Management Inc | $1.2M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $803.4K | 0 | 2026-06-30 |
| Bg Investment Services, LLC | $586.1K | 5 | 2026-06-30 |
| Advisornet Wealth Partners | $533.3K | 58 | 2026-06-30 |
| Koshinski Asset Management, Inc. | $450.9K | 69 | 2026-06-30 |
| Morgan Stanley | $391.4K | 23,185 | 2026-06-30 |
| Arkadios Wealth Advisors | $388.7K | 226 | 2026-06-30 |
| Clarity Asset Management, Inc. | $320.8K | 2 | 2026-06-30 |
| Avidian Wealth Enterprises, LLC | $266.7K | 43 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $254.3K | 499 | 2026-06-30 |
| Sunbelt Securities, Inc. | $220K | 63 | 2026-03-31 |
| Royal Bank of Canada | $49K | 0 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $35.1K | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $34.5K | 0 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $26.5K | 0 | 2026-06-30 |
| Bank of Montreal /can | $15.5K | 0 | 2026-06-30 |
| Cwm, LLC | $12K | 667 | 2026-03-31 |
| UBS Group AG | $5.3K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $345 | 3,940 | 2026-03-31 |
Public filing evidence
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2026-03-31 to 2026-06-30