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 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
|
|
|
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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.45K- 6.01% |
$420K - $435K
|
148K
$6.66M
|
|
|
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
$6.24M
|
|
|
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 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
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-27K- 62.29% |
$1.2M - $1.24M
|
16.3K
$736K
|
|
|
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 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
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-61K- 19.49% |
$2.71M - $2.81M
|
252K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-104K- 90.08% |
$4.63M - $4.79M
|
11.5K
$518K
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-512K- 48.74% |
$22.7M - $23.5M
|
538K
$24.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-596K- 61.8% |
$26.5M - $27.4M
|
368K
$16.6M
|