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 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
41.7KNew |
$1.85M - $1.92M
|
41.7K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41.5K+ 12.29% |
$1.84M - $1.91M
|
379K
$17.1M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
40.8K+ 11.28% |
$1.81M - $1.88M
|
402K
$18.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
39.9K+ 43.41% |
$1.77M - $1.84M
|
132K
$5.95M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
39.7K+ 1375.4% |
$1.76M - $1.83M
|
42.6K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
39.1K+ 14.75% |
$1.74M - $1.8M
|
304K
$13.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
38.9K+ 6.99% |
$1.73M - $1.79M
|
596K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
38.8K+ 3844.46% |
$1.72M - $1.79M
|
39.8K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
38.6K+ 6.08% |
$1.71M - $1.77M
|
673K
$30.3M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
38.6KNew |
$1.71M - $1.77M
|
38.6K
$1.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
38.2KNew |
$1.7M - $1.76M
|
38.2K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
38.2K+ 6.93% |
$1.7M - $1.76M
|
590K
$26.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
37K+ 197.51% |
$1.64M - $1.7M
|
55.7K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
36.9K+ 8.21% |
$1.64M - $1.7M
|
486K
$21.9M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
36K+ 6.39% |
$1.6M - $1.66M
|
600K
$27M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
35.8K+ 60.56% |
$1.59M - $1.65M
|
94.9K
$4.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
35.7K+ 3.99% |
$1.59M - $1.64M
|
932K
$42M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
35.6K+ 11.41% |
$1.58M - $1.64M
|
348K
$15.7M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
35.3K+ 30.94% |
$1.57M - $1.62M
|
150K
$6.74M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
35K+ 10.93% |
$1.55M - $1.61M
|
355K
$16M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
35K+ 11.73% |
$1.55M - $1.61M
|
333K
$15M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.7K+ 9.07% |
$1.54M - $1.6M
|
417K
$18.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
34.5K+ 12.1% |
$1.53M - $1.58M
|
319K
$14.4M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
34.1K+ 9.42% |
$1.52M - $1.57M
|
396K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34KNew |
$1.51M - $1.56M
|
34K
$1.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.9K+ 3.29% |
$1.5M - $1.56M
|
1.06M
$47.9M
|
|
|
Apr 29, 2025
Q1 2025
|
R.P. Boggs & Co.
|
BUY
|
- |
33.6KNew |
$1.49M - $1.55M
|
33.6K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
32.5K+ 4.78% |
$1.44M - $1.5M
|
713K
$32.1M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
32.2K+ 4.59% |
$1.43M - $1.48M
|
734K
$33.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
32K+ 47.63% |
$1.42M - $1.47M
|
99.2K
$4.47M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
31.9K+ 11.42% |
$1.41M - $1.47M
|
311K
$14M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
31.8K+ 5.94% |
$1.41M - $1.46M
|
566K
$25.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
31.7K+ 210.91% |
$1.41M - $1.46M
|
46.8K
$2.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
31.7K+ 5.63% |
$1.41M - $1.46M
|
595K
$26.8M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
31.6K+ 7.03% |
$1.4M - $1.45M
|
481K
$21.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
31.5K+ 3.18% |
$1.4M - $1.45M
|
1.02M
$46.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
31.4K+ 2.83% |
$1.39M - $1.44M
|
1.14M
$51.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
30.6K+ 3.72% |
$1.36M - $1.41M
|
855K
$38.5M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
29KNew |
$1.29M - $1.33M
|
29K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
28.8K+ 6.04% |
$1.28M - $1.32M
|
505K
$22.8M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
28.7K+ 14.02% |
$1.27M - $1.32M
|
233K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28.2K+ 408.49% |
$1.25M - $1.3M
|
35.1K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.6K+ 1.62% |
$1.23M - $1.27M
|
1.73M
$78.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
26.5K+ 43.02% |
$1.18M - $1.22M
|
88.2K
$3.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
26.2K+ 102.09% |
$1.16M - $1.2M
|
51.8K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
25.2K+ 14.68% |
$1.12M - $1.16M
|
197K
$8.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
25K+ 4.1% |
$1.11M - $1.15M
|
634K
$28.6M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
24.8K+ 295.35% |
$1.1M - $1.14M
|
33.3K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
24.6KNew |
$1.09M - $1.13M
|
24.6K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
23.6K+ 2.57% |
$1.05M - $1.08M
|
942K
$42.4M
|