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 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
123K+ 5.0% |
$5.46M - $5.65M
|
2.58M
$116M
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
121KNew |
$5.39M - $5.58M
|
121K
$5.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
113K+ 289.27% |
$5.03M - $5.21M
|
152K
$6.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
111K+ 19.13% |
$4.91M - $5.09M
|
689K
$31.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
108K+ 571.13% |
$4.81M - $4.98M
|
127K
$5.73M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
108K+ 49.97% |
$4.8M - $4.97M
|
324K
$14.6M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
103K+ 29.19% |
$4.59M - $4.75M
|
457K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
103K+ 28.64% |
$4.58M - $4.74M
|
463K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
96.7K+ 14.36% |
$4.29M - $4.44M
|
770K
$34.7M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
94.8KNew |
$4.21M - $4.36M
|
94.8K
$4.27M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
92.8K+ 1.84% |
$4.12M - $4.27M
|
5.14M
$232M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
92.7KNew |
$4.12M - $4.26M
|
92.7K
$4.18M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
89.8K+ 88.27% |
$3.99M - $4.13M
|
192K
$8.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
88.3K+ 11.53% |
$3.92M - $4.06M
|
854K
$38.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
88K+ 16.75% |
$3.91M - $4.04M
|
613K
$27.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
86.2K+ 1115.73% |
$3.83M - $3.96M
|
93.9K
$4.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
80.7KNew |
$3.58M - $3.71M
|
80.7K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
80.4K+ 7.91% |
$3.57M - $3.7M
|
1.1M
$49.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
79K+ 4.54% |
$3.51M - $3.63M
|
1.82M
$82M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
77.3K+ 114.7% |
$3.43M - $3.55M
|
145K
$6.52M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
77.3K+ 63.58% |
$3.43M - $3.55M
|
199K
$8.96M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
75.8K+ 58.42% |
$3.37M - $3.49M
|
206K
$9.27M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
72.5K+ 11.2% |
$3.22M - $3.33M
|
720K
$32.4M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
72.4K+ 9.72% |
$3.21M - $3.33M
|
817K
$36.8M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
72.4K+ 39.46% |
$3.21M - $3.33M
|
256K
$11.5M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
71.6K+ 28.86% |
$3.18M - $3.29M
|
320K
$14.4M
|
|
|
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
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
68.2K+ 12.74% |
$3.03M - $3.14M
|
603K
$27.2M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
67.6K+ 24.16% |
$3M - $3.11M
|
347K
$15.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
65.4K+ 14317.51% |
$2.91M - $3.01M
|
65.9K
$2.97M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
60.3K+ 4.25% |
$2.68M - $2.77M
|
1.48M
$66.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
59.5K+ 558.6% |
$2.64M - $2.74M
|
70.2K
$3.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
58.7K+ 8.98% |
$2.61M - $2.7M
|
712K
$32.1M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
58.2K+ 8.52% |
$2.59M - $2.68M
|
741K
$33.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
54K+ 5.17% |
$2.4M - $2.48M
|
1.1M
$49.5M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
51.5K+ 70.12% |
$2.29M - $2.37M
|
125K
$5.63M
|
|
|
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 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
50.6K+ 23.99% |
$2.25M - $2.33M
|
262K
$11.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
48.3K+ 130.34% |
$2.15M - $2.22M
|
85.4K
$3.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
48K+ 12.5% |
$2.13M - $2.21M
|
432K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46.9K+ 8.7% |
$2.08M - $2.16M
|
586K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46.7K+ 8.28% |
$2.08M - $2.15M
|
611K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
46.7KNew |
$2.07M - $2.15M
|
46.7K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
45.9K+ 19.03% |
$2.04M - $2.11M
|
287K
$12.9M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
45.2K+ 4.58% |
$2.01M - $2.08M
|
1.03M
$46.5M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
45.1K+ 15.39% |
$2.01M - $2.08M
|
339K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
44.6K+ 39.01% |
$1.98M - $2.05M
|
159K
$7.16M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
43.2K+ 11.08% |
$1.92M - $1.99M
|
434K
$19.5M
|
|
|
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 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
42K+ 11.58% |
$1.87M - $1.93M
|
405K
$18.3M
|