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 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.68K- 22.68% |
$252K - $261K
|
19.3K
$872K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-6.03K- 40.1% |
$268K - $277K
|
9K
$406K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-6.06K- 41.1% |
$269K - $278K
|
8.68K
$391K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-6.26K- 18.34% |
$278K - $288K
|
27.9K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-6.41K- 5.66% |
$284K - $295K
|
107K
$4.81M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-6.45K- 2.76% |
$286K - $296K
|
227K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-6.54K- 2.53% |
$290K - $301K
|
252K
$11.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-6.54K- 3.42% |
$290K - $301K
|
185K
$8.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.77K- 29.46% |
$301K - $311K
|
16.2K
$731K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.83K- 4.22% |
$303K - $314K
|
155K
$7M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.13K- 5.19% |
$317K - $328K
|
130K
$5.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-7.33K- 9.84% |
$325K - $337K
|
67.1K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-9.29K- 8.1% |
$413K - $427K
|
105K
$4.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.45K- 6.01% |
$420K - $435K
|
148K
$6.66M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-9.46K- 80.37% |
$420K - $435K
|
2.31K
$104K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-9.83K- 39.73% |
$436K - $452K
|
14.9K
$672K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-10.2K- 49.39% |
$454K - $470K
|
10.5K
$472K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-10.3K- 60.21% |
$459K - $475K
|
6.83K
$308K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-10.8K- 7.24% |
$480K - $496K
|
138K
$6.23M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-10.8K- 47.83% |
$480K - $497K
|
11.8K
$531K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.9K- 5.88% |
$483K - $500K
|
174K
$7.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-12.2K- 9.03% |
$541K - $560K
|
123K
$5.53M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-12.5KClosed |
$556K - $576K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-12.9K- 6.08% |
$572K - $592K
|
199K
$8.97M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14.2K- 2.59% |
$632K - $654K
|
534K
$24.1M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.3K- 8.46% |
$636K - $659K
|
155K
$6.99M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-14.4K- 5.89% |
$640K - $663K
|
230K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-14.5K- 29.94% |
$645K - $667K
|
34K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-16K- 26.02% |
$711K - $736K
|
45.5K
$2.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-16.9K- 15.4% |
$749K - $776K
|
92.6K
$4.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-17.1K- 4.56% |
$760K - $787K
|
358K
$16.2M
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-17.3K- 6.45% |
$769K - $796K
|
251K
$11.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17.6K- 26.78% |
$784K - $811K
|
48.2K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-17.8K- 31.6% |
$792K - $820K
|
38.6K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-21K- 62.7% |
$933K - $966K
|
12.5K
$563K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-21K- 10.71% |
$933K - $966K
|
175K
$7.89M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-21.8K- 10.52% |
$969K - $1M
|
185K
$8.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.3K- 17.12% |
$992K - $1.03M
|
108K
$4.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-23K- 5.51% |
$1.02M - $1.06M
|
394K
$17.7M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-25.9K- 12.29% |
$1.15M - $1.19M
|
185K
$8.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-27K- 62.29% |
$1.2M - $1.24M
|
16.3K
$736K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.1KClosed |
$1.25M - $1.29M
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32.6K- 36.4% |
$1.45M - $1.5M
|
57K
$2.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-34.3K- 16.59% |
$1.52M - $1.58M
|
172K
$7.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-37K- 45.41% |
$1.64M - $1.7M
|
44.5K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-37.1K- 19.87% |
$1.65M - $1.71M
|
150K
$6.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-37.2K- 5.27% |
$1.65M - $1.71M
|
668K
$30.1M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-38.3K- 23.79% |
$1.7M - $1.76M
|
123K
$5.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-40.7K- 9.88% |
$1.81M - $1.87M
|
372K
$16.8M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-46.2K- 18.52% |
$2.05M - $2.12M
|
203K
$9.15M
|