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Peterson Wealth Advisors’s Fidelity Tactical Bond ETF FTBD Stock Holding History

Peterson Wealth Advisors’s Portfolio FTBD Stock Details FTBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,477
Closed -$373K – 109
2025
Q3 		$373K Buy
7,477
+3,276
+78% +$162K 0.06% 78
2025
Q2 		$207K Buy
4,201
+41
+1% +$1.99K 0.03% 94
2025
Q1 		$202K Buy
+4,160
New +$202K 0.04% 87

Other funds holding FTBD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIS
BG Investment Services Hagatna, Guam $139M AUM 19.61% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Peterson Wealth Advisors's FTBD Position: Q4 2025 in Review

Peterson Wealth Advisors sold out of Fidelity Tactical Bond ETF (FTBD) in Q4 2025, closing a stake of 7,477 shares — an estimated $373K sold.

Peterson Wealth Advisors first reported a position in FTBD in Q1 2025 and held it in 3 quarters. The position peaked at $373K in Q3 2025. 17 funds tracked by Wall St. Rank hold FTBD as of Q4 2025.

  • Peterson Wealth Advisors reported no remaining Fidelity Tactical Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Peterson Wealth Advisors sold 7,477 Fidelity Tactical Bond ETF shares in Q4 2025, an estimated $373K.
  • Peterson Wealth Advisors first reported a position in Fidelity Tactical Bond ETF in Q1 2025 and held it in 3 quarters.
  • Peterson Wealth Advisors's Fidelity Tactical Bond ETF position peaked at $373K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q4 2025.

Based on Peterson Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.