Fidelity Tactical Bond

FTBD • ARCA

Fidelity Tactical Bond is an exchange-traded fund on ARCA. As of Q3 2025, 17 institutional investors hold shares in this ETF, with total holdings valued at $10.0M. TD Waterhouse Canada Inc. is the largest holder with a position valued at $3.0M.

Overview

Overview of institutional ownership in FTBD as of Q3 2025

All Institutions

Institutions: 17
Value Held: $10.0M
Shares Held: 199.8K
Avg Position: $587.4K
Median Position: $348.0K

Hedge Funds

Hedge Funds: 1
Value Held: $1.5M
Shares Held: 30.5K
Avg Position: $1.5M
Median Position: $1.5M

Biggest Investors

Institutions with the largest positions in FTBD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
T TD Waterhouse Canada Inc. Institution	-	$3.0M 0.02% of portfolio	59.6K shares	Q2 2023 Held for 2y 5m	$15.4B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$1.5M 0.00% of portfolio	30.5K shares	Q1 2023 Held for 2y 8m	$122.08B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$1.2M 0.00% of portfolio	24.1K shares	Q2 2024 Held for 1y 5m	$71.1B
Koshinski Asset Management, Inc. RIA/Wealth	David Paul Koshinski CEO	$932.7K 0.06% of portfolio	18.7K shares	Q3 2024 Held for 1y 2m	$1.5B
J JANE STREET GROUP, LLC Institution	-	$635.4K 0.00% of portfolio	12.7K shares	Q1 2023 Held for 2y 8m	$84.1B
A Advisor Group Holdings, Inc. Institution	-	$490.0K 0.00% of portfolio	9.8K shares	Q2 2023 Held for 2y 5m	$71.0B
Streettalk Advisors, LLC RIA/Wealth	James Luke Patterson CEO	$400.0K 0.02% of portfolio	8.0K shares	Q3 2025 Held for 2 months	$2.7B
Peterson Wealth Advisors, LLC RIA/Wealth	Scott Martin Peterson Managing Partner	$373.3K 0.06% of portfolio	7.5K shares	Q1 2025 Held for 8 months	$668.6M
BG Investment Services, Inc. RIA/Wealth	Donald Harvey Clark CCO	$348.0K 0.34% of portfolio	7.0K shares	Q1 2025 Held for 8 months	$101.4M
InTrack Investment Management Inc RIA/Wealth	Myron R Sopher President	$274.7K 0.17% of portfolio	5.5K shares	Q2 2025 Held for 5 months	$166.2M

Net Capital Flow

Institutional buying and selling activity for FTBD in Q3 2025

Traded: +$2.2M
Buyers: 12
Sellers: 6
Total Bought: +$2.5M
Total Sold: −$249.5K
Avg Position: $525.6K

Biggest Buyers

Institution	Net Bought	Current Position
J JANE STREET GROUP, LLC Institution	+$635.4K +12.7K shares	$635.4K 12.7K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$432.4K +8.6K shares	$1.5M 30.5K shares
Streettalk Advisors, LLC RIA/Wealth	+$400.0K +8.0K shares	$400.0K 8.0K shares
A Advisor Group Holdings, Inc. Institution	+$227.5K +4.6K shares	$490.0K 9.8K shares
T TD Waterhouse Canada Inc. Institution	+$202.9K +4.1K shares	$3.0M 59.6K shares
Sunbelt Securities, Inc. RIA/Wealth	+$200.1K +4.0K shares	$208.6K 4.2K shares
Peterson Wealth Advisors, LLC RIA/Wealth	+$163.6K +3.3K shares	$373.3K 7.5K shares
BG Investment Services, Inc. RIA/Wealth	+$96.5K +1.9K shares	$348.0K 7.0K shares
InTrack Investment Management Inc RIA/Wealth	+$48.3K +965.0 shares	$274.7K 5.5K shares
J J.W. COLE ADVISORS, INC. Institution	+$30.8K +615.0 shares	$264.3K 5.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
Koshinski Asset Management, Inc. RIA/Wealth	−$120.0K −2.4K shares	$932.7K 18.7K shares
UBS Group AG Institution	−$104.6K −2.1K shares	Sold Off 0 shares
Briaud Financial Planning, Inc RIA/Wealth	−$10.0K −202.0 shares	Sold Off 0 shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$9.5K −189.0 shares	$1.2M 24.1K shares
BANK OF MONTREAL /CAN/ Institution	−$4.5K −89.0 shares	$15.8K 315.0 shares
JPMORGAN CHASE & CO Institution	−$950.5 −19.0 shares	$23.9K 478.0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FTBD in Q3 2025

New Positions: 2
New Value: $425.0K
Exited Positions: 2
Exited Value: $114.6K

New Positions

Institution	Position Value
Streettalk Advisors, LLC RIA/Wealth	$400.0K 8.0K shares
A Advisory Services Network, LLC RIA/Wealth	$24.9K 498.0 shares

Exited Positions

Institution	Previous Position
UBS Group AG Institution	$104.6K 2.1K shares
Briaud Financial Planning, Inc RIA/Wealth	$10.0K 202.0 shares

Options Activity

Institutions with the largest Call and Put options positions in FTBD as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with FTBD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
BG Investment Services, Inc. RIA/Wealth	Donald Harvey Clark CCO	0.34% $348.0K	7.0K shares	Q1 2025 Held for 8 months	$101.4M
InTrack Investment Management Inc RIA/Wealth	Myron R Sopher President	0.17% $274.7K	5.5K shares	Q2 2025 Held for 5 months	$166.2M
Koshinski Asset Management, Inc. RIA/Wealth	David Paul Koshinski CEO	0.06% $932.7K	18.7K shares	Q3 2024 Held for 1y 2m	$1.5B
Peterson Wealth Advisors, LLC RIA/Wealth	Scott Martin Peterson Managing Partner	0.06% $373.3K	7.5K shares	Q1 2025 Held for 8 months	$668.6M
T TD Waterhouse Canada Inc. Institution	-	0.02% $3.0M	59.6K shares	Q2 2023 Held for 2y 5m	$15.4B
Streettalk Advisors, LLC RIA/Wealth	James Luke Patterson CEO	0.02% $400.0K	8.0K shares	Q3 2025 Held for 2 months	$2.7B
Sunbelt Securities, Inc. RIA/Wealth	David Anthony Smetek President	0.01% $208.6K	4.2K shares	Q2 2024 Held for 1y 5m	$1.4B
Arkadios Wealth Advisors RIA/Wealth	David Yancey Millican CEO	0.01% $231.3K	4.6K shares	Q2 2025 Held for 5 months	$4.1B
J J.W. COLE ADVISORS, INC. Institution	-	0.01% $264.3K	5.3K shares	Q1 2025 Held for 8 months	$5.2B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	0.00% $1.2M	24.1K shares	Q2 2024 Held for 1y 5m	$71.1B

Hedge Fund Spotlight

Discover hedge funds investing in FTBD

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Fidelity Tactical Bond

Market Value: $1.5M
Shares Held: 30.5K
Portfolio Weight: 0.00%
Owned Since: 2023-Q1

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%