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 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6.17KNew |
$274K - $284K
|
6.17K
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
6.11K+ 3.7% |
$271K - $281K
|
171K
$7.73M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
6.09K+ 26.77% |
$270K - $280K
|
28.8K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.96K+ 3.96% |
$265K - $274K
|
156K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.74KNew |
$255K - $264K
|
5.74K
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.63KNew |
$250K - $259K
|
5.63K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
5.55K+ 4.53% |
$246K - $255K
|
128K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.5KNew |
$244K - $253K
|
5.5K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
5.45KNew |
$242K - $251K
|
5.45K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.45K+ 5.09% |
$242K - $250K
|
112K
$5.07M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.4K+ 3.62% |
$240K - $248K
|
154K
$6.96M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.31KNew |
$236K - $244K
|
5.31K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
5.27K+ 12.71% |
$234K - $242K
|
46.8K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.24K+ 5.08% |
$232K - $241K
|
108K
$4.88M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.1KNew |
$227K - $235K
|
5.1K
$230K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.04K+ 14.53% |
$224K - $232K
|
39.7K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.95K+ 9.53% |
$220K - $227K
|
56.9K
$2.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4.94K+ 16.62% |
$219K - $227K
|
34.7K
$1.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
4.79KNew |
$213K - $220K
|
4.79K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.79K+ 7.31% |
$213K - $220K
|
70.3K
$3.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
4.77K+ 7.06% |
$212K - $219K
|
72.3K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.75K+ 3.36% |
$211K - $218K
|
146K
$6.58M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.72K+ 28.08% |
$209K - $217K
|
21.5K
$969K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.7KNew |
$209K - $216K
|
4.7K
$212K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.59K+ 20.85% |
$204K - $211K
|
26.6K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.59K+ 196.49% |
$204K - $211K
|
6.93K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
4.54KNew |
$202K - $209K
|
4.54K
$205K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
4.44KNew |
$197K - $204K
|
4.44K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.43K+ 22.21% |
$197K - $204K
|
24.4K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
4.4K+ 1.78% |
$196K - $202K
|
252K
$11.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
4.39KNew |
$195K - $202K
|
4.39K
$198K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.13K+ 38.9% |
$183K - $190K
|
14.7K
$665K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.12K+ 3.19% |
$183K - $190K
|
134K
$6.02M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.96K+ 1.11% |
$176K - $182K
|
362K
$16.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.87K+ 26.48% |
$172K - $178K
|
18.5K
$834K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.87K+ 28.5% |
$172K - $178K
|
17.4K
$786K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.84K+ 7.25% |
$171K - $177K
|
56.8K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
3.8K+ 0.94% |
$169K - $175K
|
410K
$18.5M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.53K+ 0.27% |
$157K - $162K
|
1.3M
$58.7M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
3.48K+ 4.23% |
$155K - $160K
|
85.8K
$3.87M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.48K+ 15.07% |
$154K - $160K
|
26.5K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.45K+ 2.41% |
$153K - $159K
|
146K
$6.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
3.42K+ 3.17% |
$152K - $157K
|
111K
$5.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.37K+ 34.11% |
$150K - $155K
|
13.3K
$597K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.31K+ 33.16% |
$147K - $152K
|
13.3K
$600K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3.14KNew |
$139K - $144K
|
3.14K
$142K
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.1K+ 13.32% |
$137K - $142K
|
26.3K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
3.01KNew |
$134K - $138K
|
3.01K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.97K+ 1.61% |
$132K - $136K
|
187K
$8.45M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.8K+ 5.43% |
$124K - $129K
|
54.3K
$2.45M
|