Fidelity Tactical Bond ETF (FTBD)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 22 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders22of 5,944

Avg: 68

Uncrowded76th percentileCrowded

Institutional Activity

Buy/Sell Ratio4x

52th percentile

16 buying4 selling

+7

New

-2

Closed

+53K

Net shares

Ownership Concentration

Top 5: 57.1%Top 10: 84.5%

COMMONWEALTH EQUITY SERVICES,17.0%

CITADEL ADVISORS14.8%

Koshinski Asset Management,9.4%

OSAIC HOLDINGS,8.3%

BG Investment Services,7.7%

Others (17)42.9%

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Ownership Map

Top 22 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 22 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2023-03

$11,622

FTBD · +16%

$19,004

S&P 500 · +90%

−$7,382

behind the index

Total return (5Y)

+16%

S&P 500

+90%

vs. market

-74%

underperformed

Annualized

4.7%

mkt 21.8%

Volatility

6%

annualized

Beta

0.19

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

FTBDS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

FTBD (solid)S&P 500 (outline)Green = positive year, red = negative. Number = FTBD's return.

Beat the market

0 / 4 yrs

0% win rate

Best year

+8%

2025

Worst year

+2%

2026

Worst drawdown

-4%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -4%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.08%Max: 0.45%High conviction (>1%): 0