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 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
23.4K+ 3.96% |
$1.04M - $1.08M
|
615K
$27.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
22.9K+ 2.95% |
$1.02M - $1.05M
|
798K
$36M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
22.8K+ 40.55% |
$1.01M - $1.05M
|
79K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
21.8KNew |
$966K - $1M
|
21.8K
$981K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
21.4K+ 14.84% |
$952K - $986K
|
166K
$7.48M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
21.1K+ 54.79% |
$935K - $969K
|
59.5K
$2.68M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
20.9K+ 25.65% |
$928K - $961K
|
102K
$4.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
20.6K+ 11.7% |
$915K - $947K
|
197K
$8.87M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
20.6K+ 4.68% |
$914K - $946K
|
461K
$20.8M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20.3K+ 34.42% |
$903K - $935K
|
79.4K
$3.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
20.2K+ 5.2% |
$897K - $929K
|
409K
$18.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20K+ 6.45% |
$887K - $918K
|
330K
$14.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
19.6K+ 208.65% |
$870K - $901K
|
29K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19.5K+ 23.21% |
$864K - $895K
|
103K
$4.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
19.4K+ 46.08% |
$861K - $892K
|
61.5K
$2.77M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
19.2K+ 19.54% |
$851K - $881K
|
117K
$5.28M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
19.1KNew |
$847K - $877K
|
19.1K
$859K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18.6KNew |
$826K - $855K
|
18.6K
$838K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18K+ 7.94% |
$801K - $829K
|
245K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17.7K+ 5.06% |
$786K - $814K
|
368K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
17.6K+ 2.79% |
$780K - $808K
|
647K
$29.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
17.5K+ 24.52% |
$779K - $807K
|
89.1K
$4.02M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.1K+ 17.37% |
$757K - $784K
|
115K
$5.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
16.9K+ 6.62% |
$751K - $778K
|
273K
$12.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
16.8K+ 6.25% |
$746K - $772K
|
286K
$12.9M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
16.7K+ 14.73% |
$741K - $767K
|
130K
$5.86M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
16.6KNew |
$737K - $763K
|
16.6K
$748K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
16.4K+ 9.22% |
$727K - $753K
|
194K
$8.74M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.3KNew |
$723K - $749K
|
16.3K
$734K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
16.3K+ 6.44% |
$722K - $747K
|
268K
$12.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16K+ 29.5% |
$710K - $735K
|
70.2K
$3.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
15.7K+ 0.51% |
$696K - $721K
|
3.1M
$140M
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
15.7K+ 12.18% |
$696K - $720K
|
144K
$6.51M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
15.3K+ 14.47% |
$680K - $704K
|
121K
$5.46M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
14.6K+ 11.82% |
$649K - $672K
|
138K
$6.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
14.4K+ 42.97% |
$641K - $663K
|
48K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
13.7KNew |
$609K - $630K
|
13.7K
$618K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
13.7K+ 5.05% |
$607K - $629K
|
285K
$12.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
13.4K+ 5.92% |
$594K - $615K
|
239K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13.2K+ 16.84% |
$586K - $607K
|
91.6K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
13.2K+ 24.69% |
$584K - $605K
|
66.5K
$3M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2K+ 4.75% |
$584K - $605K
|
290K
$13.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
12.5K+ 12.18% |
$554K - $573K
|
115K
$5.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
12.3K+ 81.5% |
$547K - $567K
|
27.5K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
12.3K+ 32.95% |
$547K - $566K
|
49.7K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
12KNew |
$535K - $554K
|
12K
$543K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
11.2KNew |
$497K - $515K
|
11.2K
$505K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
11.2KNew |
$497K - $514K
|
11.2K
$504K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
11.1K+ 14.43% |
$494K - $512K
|
88.3K
$3.98M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.1K+ 67.65% |
$494K - $512K
|
27.6K
$1.24M
|