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 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 4.06% |
$63.8K - $66K
|
33.9K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.44K- 97.5% |
$64K - $66.3K
|
37
$1.67K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.47K- 3.68% |
$65.3K - $67.6K
|
38.5K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.5K- 3.12% |
$66.7K - $69K
|
46.7K
$2.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 1.06% |
$66.9K - $69.2K
|
141K
$6.36M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.56K- 6.51% |
$69.1K - $71.6K
|
22.4K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-1.56K- 0.69% |
$69.4K - $71.8K
|
224K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.57K- 4.01% |
$69.5K - $72K
|
37.5K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-1.64K- 15.91% |
$72.6K - $75.2K
|
8.64K
$390K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.64K- 10.13% |
$73K - $75.6K
|
14.6K
$657K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.8K- 73.71% |
$79.8K - $82.6K
|
641
$28.9K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.8K- 0.45% |
$79.9K - $82.8K
|
399K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.88K- 3.69% |
$83.5K - $86.4K
|
49K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.9K- 19.9% |
$84.4K - $87.4K
|
7.65K
$345K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-1.91K- 2.22% |
$84.7K - $87.7K
|
84.2K
$3.8M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2K- 28.27% |
$88.8K - $92K
|
5.07K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.02K- 2.94% |
$89.7K - $92.9K
|
66.8K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.08K- 48.23% |
$92.5K - $95.8K
|
2.24K
$101K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-2.18K- 1.77% |
$97K - $100K
|
121K
$5.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.23K- 8.38% |
$99.1K - $103K
|
24.4K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-2.28K- 11.85% |
$101K - $105K
|
17K
$765K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.29K- 17.14% |
$102K - $105K
|
11.1K
$500K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.36K- 12.13% |
$105K - $109K
|
17.1K
$772K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.39K- 28.68% |
$106K - $110K
|
5.93K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.48K- 46.06% |
$110K - $114K
|
2.9K
$131K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-2.52K- 26.39% |
$112K - $116K
|
7.03K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.55K- 1.62% |
$113K - $117K
|
155K
$6.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.81K- 3.87% |
$125K - $129K
|
69.8K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-2.84K- 29.25% |
$126K - $131K
|
6.87K
$310K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-2.86K- 6.14% |
$127K - $132K
|
43.8K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.96K- 6.9% |
$132K - $136K
|
39.9K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.15K- 98.19% |
$140K - $145K
|
58
$2.61K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.33K- 2.99% |
$148K - $153K
|
108K
$4.87M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.45K- 15.61% |
$153K - $159K
|
18.7K
$841K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.47K- 1.98% |
$154K - $160K
|
171K
$7.73M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.59K- 17.62% |
$159K - $165K
|
16.8K
$756K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.63K- 3.06% |
$161K - $167K
|
115K
$5.18M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.68K- 6.1% |
$163K - $169K
|
56.6K
$2.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-4.15K- 1.5% |
$184K - $191K
|
273K
$12.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4.16K- 14.9% |
$185K - $191K
|
23.7K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.17K- 0.6% |
$185K - $192K
|
690K
$31.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.32K- 1.31% |
$192K - $199K
|
325K
$14.7M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.37K- 15.52% |
$194K - $201K
|
23.8K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.47K- 2.02% |
$199K - $206K
|
218K
$9.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-4.66K- 14.56% |
$207K - $214K
|
27.3K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.95K- 12.74% |
$220K - $227K
|
33.9K
$1.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.21K- 1.76% |
$231K - $239K
|
291K
$13.1M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.41K- 17.37% |
$240K - $249K
|
25.7K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5.52K- 4.91% |
$245K - $254K
|
107K
$4.82M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.57K- 6.57% |
$247K - $256K
|
79.2K
$3.57M
|