Purchases and Sales Made in Q1 2025 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q1 2025. 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 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.78M+ 10.6% |
$345M - $358M
|
81.2M
$3.66B
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.84M+ 466.67% |
$170M - $176M
|
4.66M
$210M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.04M+ 42.22% |
$135M - $140M
|
10.2M
$461M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
3.03M+ 103.04% |
$135M - $139M
|
5.97M
$269M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.13M+ 202.91% |
$94.6M - $98M
|
3.18M
$143M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.55M+ 2802.07% |
$68.8M - $71.2M
|
1.6M
$72.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.51M+ 56.14% |
$67.1M - $69.5M
|
4.2M
$189M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.24M+ 8037.43% |
$55.3M - $57.2M
|
1.26M
$56.8M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
908KNew |
$40.3M - $41.8M
|
908K
$40.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
855K+ 25.29% |
$38M - $39.3M
|
4.23M
$191M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
747K+ 8.48% |
$33.2M - $34.3M
|
9.56M
$431M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
564K+ 345.14% |
$25M - $25.9M
|
727K
$32.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
491K+ 10.65% |
$21.8M - $22.6M
|
5.1M
$230M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
476K+ 34.11% |
$21.1M - $21.9M
|
1.87M
$84.3M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
476KNew |
$21.1M - $21.9M
|
476K
$21.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
459K+ 10.68% |
$20.4M - $21.1M
|
4.75M
$214M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
396KNew |
$17.6M - $18.2M
|
396K
$17.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
384K+ 40.73% |
$17M - $17.7M
|
1.33M
$59.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
367K+ 22.97% |
$16.3M - $16.9M
|
1.96M
$88.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
355K+ 22.91% |
$15.8M - $16.3M
|
1.91M
$85.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
345K+ 3.05% |
$15.3M - $15.9M
|
11.6M
$525M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
343K+ 18.5% |
$15.2M - $15.8M
|
2.2M
$99.1M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
313KNew |
$13.9M - $14.4M
|
313K
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
283K+ 9.27% |
$12.6M - $13M
|
3.33M
$150M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
278K+ 91.77% |
$12.3M - $12.8M
|
581K
$26.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
265K+ 169.5% |
$11.8M - $12.2M
|
421K
$19M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
265K+ 282.37% |
$11.8M - $12.2M
|
359K
$16.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
259K+ 541.92% |
$11.5M - $11.9M
|
307K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
259K+ 5.91% |
$11.5M - $11.9M
|
4.64M
$209M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
257K+ 9.16% |
$11.4M - $11.8M
|
3.06M
$138M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
247K+ 12.54% |
$11M - $11.4M
|
2.22M
$100M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
241K+ 58.24% |
$10.7M - $11.1M
|
655K
$29.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
240K+ 39.25% |
$10.6M - $11M
|
850K
$38.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
230K+ 7.49% |
$10.2M - $10.6M
|
3.3M
$149M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
224K+ 20.86% |
$9.96M - $10.3M
|
1.3M
$58.6M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
212K+ 108.73% |
$9.41M - $9.74M
|
407K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
209K+ 6.2% |
$9.3M - $9.63M
|
3.58M
$162M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
208KNew |
$9.24M - $9.57M
|
208K
$9.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
203K+ 5.56% |
$9.02M - $9.34M
|
3.86M
$174M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
201K+ 30.23% |
$8.94M - $9.26M
|
868K
$39.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
185K+ 173.62% |
$8.23M - $8.52M
|
292K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
181K+ 7.28% |
$8.06M - $8.34M
|
2.68M
$121M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
178K+ 2.97% |
$7.9M - $8.18M
|
6.17M
$278M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
170K+ 128.95% |
$7.54M - $7.81M
|
301K
$13.6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
157K+ 859.86% |
$6.96M - $7.21M
|
175K
$7.89M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
156K+ 190.27% |
$6.91M - $7.16M
|
238K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
154K+ 8.88% |
$6.85M - $7.09M
|
1.89M
$85.3M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
153K+ 7712.31% |
$6.79M - $7.03M
|
155K
$6.98M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
151K+ 388.79% |
$6.69M - $6.92M
|
189K
$8.54M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
141K+ 2312.25% |
$6.24M - $6.47M
|
147K
$6.61M
|