Institutional Ownership Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND). We have compiled data on the 557 institutions that hold shares in the stock, with a total of 192 Million shares, which have been reported (via 13F filing form) to have a value of $8.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
89,382
shares
|
$4.06 Million
1.52% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
88,343
shares
|
$4.02 Million
0.24% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
87,267
shares
|
$3.97 Million
1.87% of portfolio
|
Q3 2024
New holding
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
86,880
shares
|
$3.95 Million
1.8% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
86,791
shares
|
$3.94 Million
1.73% of portfolio
|
Q1 2024
Added 61.45%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
85,286
shares
|
$3.88 Million
4.24% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
84,836
shares
|
$3.86 Million
2.06% of portfolio
|
Q1 2024
Added 17.47%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
83,527
shares
|
$3.8 Million
0.3% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
80,052
shares
|
$3.64 Million
0.01% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
79,630
shares
|
$3.62 Million
0.37% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
78,692
shares
|
$3.58 Million
0.11% of portfolio
|
Q3 2024
Added 118.88%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
78,556
shares
|
$3.57 Million
1.93% of portfolio
|
Q3 2024
New holding
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
78,290
shares
|
$3.56 Million
1.52% of portfolio
|
Q3 2024
Reduced 26.97%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
78,076
shares
|
$3.55 Million
0.29% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
77,107
shares
|
$3.5 Million
0.41% of portfolio
|
Q4 2023
Added 30.46%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
76,329
shares
|
$3.47 Million
0.19% of portfolio
|
Q3 2024
Added 77.13%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
76,099
shares
|
$3.46 Million
0.11% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
76,089
shares
|
$3.46 Million
4.64% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
74,348
shares
|
$3.38 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
74,196
shares
|
$3.37 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
72,511
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2024
Added 118.65%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
72,376
shares
|
$3.29 Million
1.75% of portfolio
|
Q3 2024
Added 39.59%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
72,252
shares
|
$3.28 Million
2.18% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
71,191
shares
|
$3.24 Million
0.16% of portfolio
|
Q3 2024
Reduced 34.37%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
71,149
shares
|
$3.23 Million
0.37% of portfolio
|
Q3 2024
Added 27.33%
|