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 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-51.9K- 30.7% |
$2.3M - $2.39M
|
117K
$5.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-61K- 19.49% |
$2.71M - $2.81M
|
252K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-62.3K- 14.14% |
$2.77M - $2.86M
|
378K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-67.7K- 14.51% |
$3.01M - $3.11M
|
399K
$18M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-72.5K- 81.07% |
$3.22M - $3.33M
|
16.9K
$763K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-76.3K- 18.13% |
$3.39M - $3.51M
|
345K
$15.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-81.7K- 84.45% |
$3.63M - $3.75M
|
15K
$678K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-97.7K- 70.93% |
$4.34M - $4.49M
|
40.1K
$1.81M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-101K- 98.08% |
$4.5M - $4.66M
|
1.98K
$89.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-104K- 90.08% |
$4.63M - $4.79M
|
11.5K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-125K- 22.79% |
$5.56M - $5.76M
|
425K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-136K- 5.19% |
$6.02M - $6.24M
|
2.48M
$112M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-154K- 76.35% |
$6.86M - $7.1M
|
47.9K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-157K- 50.06% |
$6.97M - $7.21M
|
157K
$7.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-191K- 13.05% |
$8.47M - $8.77M
|
1.27M
$57.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-221K- 0.63% |
$9.8M - $10.1M
|
34.9M
$1.58B
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-331K- 89.64% |
$14.7M - $15.2M
|
38.2K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-361K- 89.31% |
$16M - $16.6M
|
43.2K
$1.95M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-440K- 61.91% |
$19.6M - $20.2M
|
271K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-442K- 88.02% |
$19.6M - $20.3M
|
60.1K
$2.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-512K- 48.74% |
$22.7M - $23.5M
|
538K
$24.3M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-546K- 95.75% |
$24.2M - $25.1M
|
24.2K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-596K- 61.8% |
$26.5M - $27.4M
|
368K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-624K- 34.73% |
$27.7M - $28.7M
|
1.17M
$52.9M
|