Purchases and Sales Made in Q1 2024 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q1 2024. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR TOTA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-167- 55.3% |
$7.49K - $7.69K
|
135
$6.14K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-242- 0.95% |
$10.9K - $11.1K
|
25.1K
$1.14M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-242- 2.71% |
$10.9K - $11.1K
|
8.7K
$395K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-278Closed |
$12.5K - $12.8K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-444- 0.84% |
$19.9K - $20.4K
|
52.7K
$2.4M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-459- 7.19% |
$20.6K - $21.1K
|
5.93K
$269K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-504- 2.92% |
$22.6K - $23.2K
|
16.8K
$762K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-513- 5.62% |
$23K - $23.6K
|
8.62K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-567- 4.19% |
$25.4K - $26.1K
|
13K
$589K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-598- 3.12% |
$26.8K - $27.5K
|
18.6K
$845K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-617- 0.84% |
$27.7K - $28.4K
|
72.6K
$3.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-660- 41.1% |
$29.6K - $30.4K
|
946
$43K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-720- 81.45% |
$32.3K - $33.1K
|
164
$7.45K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-875- 5.61% |
$39.2K - $40.3K
|
14.7K
$669K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-964- 68.37% |
$43.2K - $44.4K
|
446
$20.3K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.02K- 6.19% |
$45.6K - $46.8K
|
15.4K
$700K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.08K- 17.48% |
$48.6K - $49.9K
|
5.12K
$233K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-1.23K- 7.06% |
$55K - $56.4K
|
16.1K
$734K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.35K- 2.14% |
$60.7K - $62.3K
|
62K
$2.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.45K- 1.4% |
$65K - $66.7K
|
102K
$4.64M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.52K- 5.42% |
$67.9K - $69.7K
|
26.4K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.63K- 2.55% |
$73K - $74.9K
|
62.1K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.72K- 84.66% |
$77.2K - $79.2K
|
312
$14.2K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.79K- 18.63% |
$80.3K - $82.4K
|
7.82K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.92K- 17.17% |
$85.9K - $88.1K
|
9.24K
$420K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.93K- 6.7% |
$86.6K - $88.8K
|
26.9K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-2K- 15.85% |
$89.8K - $92.1K
|
10.6K
$483K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.08K- 4.47% |
$93.2K - $95.6K
|
44.4K
$2.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.18K- 9.23% |
$97.8K - $100K
|
21.4K
$974K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.24K- 2.82% |
$100K - $103K
|
77.1K
$3.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.38K- 13.72% |
$107K - $110K
|
15K
$681K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-2.49K- 2.5% |
$112K - $115K
|
97.2K
$4.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-2.53K- 0.93% |
$113K - $116K
|
269K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.66K- 4.06% |
$119K - $122K
|
62.8K
$2.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.82K- 8.15% |
$127K - $130K
|
31.8K
$1.44M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.05K- 39.85% |
$137K - $140K
|
4.6K
$209K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.17K- 3.86% |
$142K - $146K
|
78.8K
$3.58M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.93K- 15.75% |
$176K - $181K
|
21K
$957K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.98K- 5.55% |
$179K - $183K
|
67.8K
$3.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Olio Financial Planning
|
SELL
|
- |
-4.1K- 3.54% |
$184K - $189K
|
112K
$5.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.19K- 11.3% |
$188K - $193K
|
32.9K
$1.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4.55K- 5.16% |
$204K - $209K
|
83.6K
$3.8M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.06K- 20.29% |
$227K - $233K
|
19.9K
$904K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-5.72K- 6.87% |
$257K - $263K
|
77.5K
$3.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-5.8K- 26.08% |
$260K - $267K
|
16.4K
$747K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-6.06K- 24.48% |
$272K - $279K
|
18.7K
$849K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-7.44K- 49.02% |
$334K - $342K
|
7.74K
$352K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-8.85K- 2.6% |
$397K - $407K
|
331K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-9.02K- 25.89% |
$405K - $415K
|
25.8K
$1.17M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-10.1K- 64.64% |
$451K - $463K
|
5.5K
$250K
|