FLTB icon

Fidelity Limited Term Bond ETF
FLTB

Overview Fund Activity

59 hedge funds and large institutions have $101M invested in Fidelity Limited Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-11
Holders Change %
-15.71%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
15
Reduced
26
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.83M
2
AWE
Avidian Wealth Enterprises
Texas
+$3.23M
3
KPWS
Kestra Private Wealth Services
Texas
+$1.79M
4
UBS Group
UBS Group
Switzerland
+$1.12M
5
OFG
OmniStar Financial Group
North Carolina
+$897K

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$50.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.2M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.39M
4
ACM
Absolute Capital Management
Pennsylvania
-$3.04M
5
LWA
Lineweaver Wealth Advisors
Ohio
-$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$37K +$192 +4 +0.5%
SWM
52
Spire Wealth Management
Virginia
$34.5K +$242 +5 +0.7%
WTC
53
WhitTier Trust Company
Nevada
$25.4K +$25.4K +524 New
AF
54
Allworth Financial
California
$23.6K – – –
HI
55
Harbour Investments
Wisconsin
$22.3K – – –
TWA
56
TCI Wealth Advisors
Arizona
$16.2K – – –
AssetMark Inc
57
AssetMark Inc
California
$15.3K -$50.7M -1,047,157 -100%
GEA
58
Glen Eagle Advisors
New Jersey
$10.1K -$3.34K -69 -25%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$8.62K -$308 -6,363 -3%
LOIP
60
Live Oak Investment Partners
Texas
$6.06K -$6K – –
Wells Fargo
61
Wells Fargo
California
$47 – – –
ACM
62
Absolute Capital Management
Pennsylvania
– -$3.04M -63,312 Closed
LWA
63
Lineweaver Wealth Advisors
Ohio
– -$2.59M -54,094 Closed
ACP
64
Aveo Capital Partners
Colorado
– -$2.2M -45,878 Closed
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
– -$2M -41,707 Closed
CAG
66
Csenge Advisory Group
Florida
– -$1.04M -21,634 Closed
AG
67
Ascent Group
Virginia
– -$880K -18,351 Closed
CAN
68
Cetera Advisor Networks
California
– -$481K -10,036 Closed
OMC
69
Old Mission Capital
Illinois
– -$480K -10,009 Closed
BCM
70
Beaumont Capital Management
Massachusetts
– -$407K -8,487 Closed
BFA
71
Beaumont Financial Advisors
Massachusetts
– -$273K -5,697 Closed
SWP
72
Stratos Wealth Partners
Ohio
– -$271K -5,648 Closed
CA
73
Continuum Advisory
Idaho
– -$270K -5,632 Closed
Mariner
74
Mariner
Kansas
– -$233K -4,866 Closed
MML Investors Services
75
MML Investors Services
Massachusetts
– -$224K -4,662 Closed
1 2
3
4