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Fidelity Limited Term Bond ETF (FLTB) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Fidelity Limited Term Bond ETF (NYSEARCA:FLTB)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$22.27M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$31.00M
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FLTB Institutional Buying and Selling by Quarter

Fidelity Limited Term Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024 Osaic Holdings Inc.158,266$7.77M0.0%-7.4%5.365%
5/9/2024 Koshinski Asset Management Inc.8,863$435K0.0%+44.7%0.300%
5/8/2024 Avantax Advisory Services Inc.8,349$409K0.0%+47.4%0.283%
5/7/2024 WNY Asset Management LLC15,285$750K0.1%-8.9%0.518%
5/3/2024 Rehmann Capital Advisory Group7,828$384K0.0%+4.4%0.265%
5/2/2024 GSB Wealth Management LLC33,064$1.62M0.5%+2.9%1.121%
5/1/2024 Concourse Financial Group Securities Inc.4,590$226K0.0%-5.6%0.156%
4/29/2024Commonwealth Equity Services LLC233,703$11.46M0.0%-2.8%7.922%
4/19/2024 Wealth Management Resources Inc.5,933$291K0.1%-9.3%0.156%
4/16/2024 Norris Perne & French LLP MI9,894$485K0.0%-87.2%0.260%
2/21/2024 WNY Asset Management LLC16,785$826K0.1%+111.1%0.442%
2/9/2024 Hoylecohen LLC24,021$1.18M0.1%N/A0.632%
2/9/2024 UBS Group AG235,044$11.56M0.0%+16.8%6.185%
2/7/2024 Avantax Advisory Services Inc.5,663$279K0.0%-22.6%0.149%
2/6/2024 Apollon Wealth Management LLC11,628$572K0.0%+9.4%0.306%
2/6/2024 Lincoln National Corp7,105$350K0.0%N/A0.187%
2/6/2024 Vestmark Advisory Solutions Inc.30,655$1.51M0.1%+210.9%0.807%
2/5/2024 Islay Capital Management LLC23,095$1.14M0.9%+95.7%0.608%
2/5/2024 Kestra Private Wealth Services LLC135,246$6.65M0.2%+2.6%3.559%
2/5/2024 Greatmark Investment Partners Inc.6,200$305K0.0%-39.4%0.163%
2/1/2024 Sigma Planning Corp20,257$996K0.1%-54.2%0.533%
1/29/2024 Koshinski Asset Management Inc.6,123$301K0.0%-10.0%0.161%
1/22/2024 Norris Perne & French LLP MI77,220$3.80M0.3%-1.6%2.032%
1/22/2024 Glass Jacobson Investment Advisors llc2,596$128K0.1%-25.1%0.068%
1/19/2024 Wealth Management Resources Inc.6,543$322K0.2%-63.7%0.172%
1/18/2024 McGlone Suttner Wealth Management Inc.13,289$654K0.1%-39.7%0.350%
1/17/2024 OmniStar Financial Group Inc.11,369$559K0.7%-3.4%0.299%
1/16/2024 Raymond James Financial Services Advisors Inc.6,269$308K0.0%-88.9%0.165%
1/11/2024 Dynamic Advisor Solutions LLC7,944$389K0.0%+22.4%0.209%
12/14/2023 WNY Asset Management LLC7,950$380K0.1%N/A0.209%
12/11/2023 Sunbelt Securities Inc.1,334$64K0.0%-25.6%0.035%
11/14/2023 Rehmann Capital Advisory Group9,331$446K0.0%-17.5%0.246%
11/13/2023 GSB Wealth Management LLC32,583$1.56M0.5%-3.0%0.857%
11/13/2023 Envestnet Asset Management Inc.290,941$13.91M0.0%-2.8%7.656%
11/9/2023 UBS Group AG201,158$9.62M0.0%-41.4%5.294%
11/8/2023 Atria Wealth Solutions Inc.11,960$572K0.0%-40.5%0.315%
11/8/2023 Greatmark Investment Partners Inc.10,230$489K0.1%-45.8%0.269%
11/8/2023 Avantax Advisory Services Inc.7,320$350K0.0%-10.9%0.193%
11/8/2023 Kestra Private Wealth Services LLC131,788$6.30M0.2%-17.0%3.468%
11/7/2023 Community Financial Services Group LLC16,406$784K0.2%N/A0.432%
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11/7/2023 OmniStar Financial Group Inc.11,767$563K0.7%-2.1%0.310%
11/7/2023 Glass Jacobson Investment Advisors llc3,466$166K0.1%+6.6%0.091%
11/7/2023 Nicolet Advisory Services LLC14,878$708K0.1%-6.5%0.392%
11/7/2023 Savant Capital LLC5,050$241K0.0%N/A0.133%
11/6/2023 Sigma Planning Corp44,217$2.11M0.1%+158.5%1.164%
11/6/2023 Vestmark Advisory Solutions Inc.9,859$471K0.0%-42.2%0.259%
11/3/2023 Advisor OS LLC5,404$258K0.0%+15.4%0.142%
11/2/2023 Islay Capital Management LLC11,804$564K0.3%-16.2%0.311%
10/25/2023 Wealth Management Resources Inc.18,049$863K0.5%-7.4%0.475%
10/25/2023 Levy Wealth Management Group LLC28,786$1.38M0.4%-3.3%0.758%
10/24/2023 Raymond James Financial Services Advisors Inc.56,408$2.70M0.0%-6.7%1.484%
10/23/2023Commonwealth Equity Services LLC206,224$9.86M0.0%+7.4%5.427%
10/19/2023 McGlone Suttner Wealth Management Inc.22,036$1.05M0.2%-15.3%0.580%
10/18/2023 Norris Perne & French LLP MI78,473$3.75M0.3%-5.1%2.065%
10/18/2023 Koshinski Asset Management Inc.6,806$325K0.0%+23.3%0.179%
10/13/2023 Global Retirement Partners LLC10,628$506K0.0%-2.2%0.280%
10/12/2023IFP Advisors Inc11,535$551K0.0%-83.2%0.304%
10/11/2023 Dynamic Advisor Solutions LLC6,491$310K0.0%+3.6%0.171%
8/23/2023 Rehmann Capital Advisory Group11,312$544K0.0%+3.7%0.298%
8/14/2023IFP Advisors Inc68,559$3.29M0.1%-42.1%1.804%
8/10/2023 Osaic Holdings Inc.195,131$9.37M0.0%+22.7%5.135%
8/10/2023Commonwealth Equity Services LLC191,997$9.22M0.0%+8.0%5.120%
8/8/2023 Kestra Private Wealth Services LLC158,777$7.62M0.3%+330.8%4.234%
8/8/2023 Advisor OS LLC4,683$225K0.0%N/A0.125%
8/7/2023 Islay Capital Management LLC14,091$676K0.6%-16.0%0.376%
8/7/2023 Vestmark Advisory Solutions Inc.17,045$818K0.0%+55.3%0.455%
8/4/2023 Envestnet Asset Management Inc.299,385$14.37M0.0%+21.3%7.984%
8/4/2023IFP Advisors Inc68,559$3.39M0.2%-42.1%1.828%
8/3/2023 Atria Wealth Solutions Inc.20,095$967K0.0%+331.5%0.536%
8/3/2023 New Millennium Group LLC1,679$81K0.1%-37.7%0.045%
8/2/2023 Greatmark Investment Partners Inc.18,890$907K0.2%-50.6%0.504%
8/2/2023 Sigma Planning Corp17,104$821K0.0%-28.0%0.456%
7/31/2023 LPL Financial LLC44,155$2.12M0.0%-3.4%1.177%
7/28/2023 Koshinski Asset Management Inc.5,522$265K0.0%-11.0%0.147%
7/27/2023 Absolute Capital Management LLC5,342$256K0.2%N/A0.142%
7/26/2023 Schmidt P J Investment Management Inc.4,403$212K0.0%-9.2%0.117%
7/26/2023 McGlone Suttner Wealth Management Inc.26,023$1.25M0.3%-32.6%0.694%
7/26/2023 Glass Jacobson Investment Advisors llc3,250$156K0.1%N/A0.087%
7/25/2023 Raymond James Financial Services Advisors Inc.60,429$2.90M0.0%+6.0%1.611%
7/24/2023 OmniStar Financial Group Inc.12,023$577K0.7%-35.0%0.321%
7/21/2023 Levy Wealth Management Group LLC29,778$1.43M0.4%-22.7%0.794%
7/19/2023 Norris Perne & French LLP MI82,658$3.97M0.3%-1.9%2.204%
7/13/2023 Cambridge Investment Research Advisors Inc.4,478$215K0.0%+8.0%0.119%
7/12/2023 Wealth Management Resources Inc.19,484$935K0.5%+4.6%0.520%
6/27/2023 Narus Financial Partners LLC5,035$244K0.1%N/A0.124%
6/14/2023 Atria Wealth Solutions Inc.4,657$224K0.0%-60.5%0.115%
5/12/2023 Rehmann Capital Advisory Group10,911$529K0.0%-4.6%0.269%
5/11/2023 Envestnet Asset Management Inc.246,896$11.97M0.0%-58.9%6.096%
5/11/2023Commonwealth Equity Services LLC177,847$8.62M0.0%-3.5%4.391%
5/10/2023 Islay Capital Management LLC16,768$813K0.8%+26.0%0.414%
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5/9/2023 Nicolet Advisory Services LLC16,531$807K0.1%-1.8%0.408%
5/9/2023 Vestmark Advisory Solutions Inc.10,975$532K0.0%+66.2%0.271%
5/8/2023 Avidian Wealth Solutions LLC66,576$3.23M0.2%N/A1.644%
5/8/2023 Sigma Planning Corp23,742$1.15M0.0%-7.2%0.586%
5/2/2023 Advisory Alpha LLC20,923$1.01M0.1%+11.1%0.517%
5/1/2023 OmniStar Financial Group Inc.18,507$897K1.1%N/A0.457%
4/28/2023 Avantax Advisory Services Inc.7,118$345K0.0%N/A0.176%
4/28/2023 Ameritas Advisory Services LLC3,485$169K0.0%N/A0.086%
4/28/2023 Schmidt P J Investment Management Inc.4,850$235K0.0%N/A0.120%
4/28/2023 Greatmark Investment Partners Inc.38,215$1.85M0.3%-1.3%0.944%
(Data available from 1/1/2016 forward)

FLTB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLTB shares?

During the previous two years, 66 institutional investors and hedge funds held shares of Fidelity Limited Term Bond ETF. The most heavily invested institutionals were Assetmark Inc. ($50.25M), Envestnet Asset Management Inc. ($13.91M), UBS Group AG ($11.56M), Commonwealth Equity Services LLC ($11.46M), Advisor Group Holdings Inc. ($10.99M), Osaic Holdings Inc. ($7.77M), and Kestra Private Wealth Services LLC ($6.65M).Learn more on FLTB's institutional investors.

Which institutional investors have been buying Fidelity Limited Term Bond ETF stock?

Of the 52 institutional investors that purchased Fidelity Limited Term Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($1.05M), LVZ Inc. ($249.69K), Envestnet Asset Management Inc. ($202.99K), UBS Group AG ($199.71K), Kestra Private Wealth Services LLC ($125.38K), Advisor Group Holdings Inc. ($85.99K), and Commonwealth Equity Services LLC ($73.64K).

How much institutional buying is happening at Fidelity Limited Term Bond ETF?

Institutional investors have bought a total of 2,738,833 shares in the last 24 months. This purchase volume represents approximately $131.50M in transactions.

Which Fidelity Limited Term Bond ETF major shareholders have been selling company stock?

Of the 41 institutional investors that sold Fidelity Limited Term Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($362.88K), Norris Perne & French LLP MI ($339.55K), IFP Advisors Inc ($306.42K), LVZ Inc. ($224.74K), UBS Group AG ($142.33K), Mercer Global Advisors Inc. ADV ($112.92K), and Rehmann Capital Advisory Group ($66.65K).

How much institutional selling is happening at Fidelity Limited Term Bond ETF?

Institutional investors have sold a total of 2,033,051 shares in the last 24 months. This volume of shares sold represents approximately $98.02M in transactions.


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This page (NYSEARCA:FLTB) was last updated on 5/20/2024 by MarketBeat.com Staff

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