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 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
7.94KNew |
$353K - $365K
|
7.94K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
6.09K+ 26.77% |
$270K - $280K
|
28.8K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
5.45KNew |
$242K - $251K
|
5.45K
$246K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.59K+ 20.85% |
$204K - $211K
|
26.6K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.43K+ 22.21% |
$197K - $204K
|
24.4K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.12K+ 3.19% |
$183K - $190K
|
134K
$6.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.84K+ 7.25% |
$171K - $177K
|
56.8K
$2.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.37K+ 34.11% |
$150K - $155K
|
13.3K
$597K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.2K+ 1.07% |
$97.8K - $101K
|
208K
$9.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2K+ 4.09% |
$88.9K - $92K
|
50.9K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.84K+ 10.05% |
$81.8K - $84.7K
|
20.2K
$910K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.78K+ 2.14% |
$79.1K - $81.9K
|
85.2K
$3.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.44K+ 1.04% |
$64K - $66.2K
|
140K
$6.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.39K+ 129.0% |
$61.6K - $63.8K
|
2.46K
$111K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.35K+ 3.89% |
$60K - $62.2K
|
36.1K
$1.63M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.34K+ 2.83% |
$59.6K - $61.7K
|
48.7K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.34K+ 1.53% |
$59.4K - $61.5K
|
88.7K
$4M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.34K+ 6.54% |
$59.3K - $61.4K
|
21.8K
$981K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.31K+ 240.73% |
$58.3K - $60.3K
|
1.86K
$83.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.31K+ 1.78% |
$58.1K - $60.2K
|
74.7K
$3.37M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
919+ 5.63% |
$40.8K - $42.3K
|
17.2K
$777K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
852+ 1.28% |
$37.8K - $39.2K
|
67.6K
$3.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
628New |
$27.9K - $28.9K
|
628
$28.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
467+ 5.41% |
$20.7K - $21.5K
|
9.09K
$410K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
306+ 63.09% |
$13.6K - $14.1K
|
791
$35.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
266New |
$11.8K - $12.2K
|
266
$12K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
145+ 1.22% |
$6.44K - $6.67K
|
12.1K
$544K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
115+ 1.17% |
$5.11K - $5.29K
|
9.99K
$450K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
52New |
$2.31K - $2.39K
|
52
$2.34K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
44New |
$1.95K - $2.02K
|
44
$1.98K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-6- 0.05% |
$266 - $276
|
13.2K
$597K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7- 0.09% |
$311 - $322
|
7.93K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-117- 2.47% |
$5.2K - $5.38K
|
4.63K
$209K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-175- 1.4% |
$7.77K - $8.05K
|
12.3K
$557K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-257- 1.44% |
$11.4K - $11.8K
|
17.6K
$792K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-333- 1.76% |
$14.8K - $15.3K
|
18.6K
$839K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-335- 13.66% |
$14.9K - $15.4K
|
2.12K
$95.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-380- 38.0% |
$16.9K - $17.5K
|
620
$28K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-590- 8.48% |
$26.2K - $27.1K
|
6.37K
$287K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-691- 9.52% |
$30.7K - $31.8K
|
6.57K
$296K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-702- 10.9% |
$31.2K - $32.3K
|
5.74K
$259K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-777- 7.98% |
$34.5K - $35.7K
|
8.96K
$404K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-848- 0.38% |
$37.7K - $39K
|
220K
$9.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.12K- 4.14% |
$49.5K - $51.3K
|
25.8K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.8K- 73.71% |
$79.8K - $82.6K
|
641
$28.9K
|
|
|
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
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.36K- 12.13% |
$105K - $109K
|
17.1K
$772K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.81K- 3.87% |
$125K - $129K
|
69.8K
$3.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.47K- 1.98% |
$154K - $160K
|
171K
$7.73M
|