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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
747K+ 8.48% |
$33.2M - $34.3M
|
9.56M
$431M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
459K+ 10.68% |
$20.4M - $21.1M
|
4.75M
$214M
|
|
|
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
|
|
|
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
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
240K+ 39.25% |
$10.6M - $11M
|
850K
$38.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
185K+ 173.62% |
$8.23M - $8.52M
|
292K
$13.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
121KNew |
$5.39M - $5.58M
|
121K
$5.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
111K+ 19.13% |
$4.91M - $5.09M
|
689K
$31.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
88.3K+ 11.53% |
$3.92M - $4.06M
|
854K
$38.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
79K+ 4.54% |
$3.51M - $3.63M
|
1.82M
$82M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
69.1K+ 6.41% |
$3.07M - $3.18M
|
1.15M
$51.7M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
58.2K+ 8.52% |
$2.59M - $2.68M
|
741K
$33.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
50.8K+ 10.97% |
$2.26M - $2.34M
|
514K
$23.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
48.3K+ 130.34% |
$2.15M - $2.22M
|
85.4K
$3.85M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
42.6K+ 13.77% |
$1.89M - $1.96M
|
352K
$15.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
38.9K+ 6.99% |
$1.73M - $1.79M
|
596K
$26.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
38.2KNew |
$1.7M - $1.76M
|
38.2K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
37K+ 197.51% |
$1.64M - $1.7M
|
55.7K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
35.6K+ 11.41% |
$1.58M - $1.64M
|
348K
$15.7M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
35.3K+ 30.94% |
$1.57M - $1.62M
|
150K
$6.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
35K+ 11.73% |
$1.55M - $1.61M
|
333K
$15M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
32K+ 47.63% |
$1.42M - $1.47M
|
99.2K
$4.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
31.7K+ 210.91% |
$1.41M - $1.46M
|
46.8K
$2.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
31.7K+ 5.63% |
$1.41M - $1.46M
|
595K
$26.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
31.5K+ 3.18% |
$1.4M - $1.45M
|
1.02M
$46.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
30.6K+ 3.72% |
$1.36M - $1.41M
|
855K
$38.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
26.2K+ 102.09% |
$1.16M - $1.2M
|
51.8K
$2.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
23.6K+ 2.57% |
$1.05M - $1.08M
|
942K
$42.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
23.4K+ 3.96% |
$1.04M - $1.08M
|
615K
$27.7M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
20.9K+ 25.65% |
$928K - $961K
|
102K
$4.62M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
20.6K+ 11.7% |
$915K - $947K
|
197K
$8.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20K+ 6.45% |
$887K - $918K
|
330K
$14.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
19.4K+ 46.08% |
$861K - $892K
|
61.5K
$2.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
17.5K+ 24.52% |
$779K - $807K
|
89.1K
$4.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
16.3K+ 6.44% |
$722K - $747K
|
268K
$12.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
14.4K+ 42.97% |
$641K - $663K
|
48K
$2.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
13.7K+ 5.05% |
$607K - $629K
|
285K
$12.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
12.3K+ 81.5% |
$547K - $567K
|
27.5K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
11.1K+ 14.43% |
$494K - $512K
|
88.3K
$3.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 5.57% |
$481K - $498K
|
205K
$9.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.5KNew |
$468K - $485K
|
10.5K
$475K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10.4K+ 12.09% |
$460K - $476K
|
96K
$4.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 0.69% |
$447K - $463K
|
1.47M
$66.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
9.59K+ 1.96% |
$426K - $441K
|
499K
$22.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.44KNew |
$419K - $434K
|
9.44K
$426K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.23K+ 69.18% |
$410K - $424K
|
22.6K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.07K+ 10.59% |
$358K - $371K
|
84.3K
$3.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8.06K+ 5.15% |
$358K - $371K
|
164K
$7.42M
|