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
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.75K+ 87.93% |
$122K - $127K
|
5.89K
$265K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.65K+ 4.4% |
$118K - $122K
|
62.9K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.58K+ 3.61% |
$114K - $119K
|
74K
$3.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.51K+ 13.81% |
$111K - $115K
|
20.7K
$932K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.51K+ 7.51% |
$111K - $115K
|
35.9K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.49K+ 26.52% |
$111K - $115K
|
11.9K
$536K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.37K+ 19.01% |
$105K - $109K
|
14.9K
$669K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.36K+ 26.43% |
$105K - $108K
|
11.3K
$508K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
2.34KNew |
$104K - $108K
|
2.34K
$105K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.33K+ 5.7% |
$104K - $107K
|
43.2K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
2.28K+ 2.47% |
$101K - $105K
|
94.6K
$4.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.2K+ 1.07% |
$97.8K - $101K
|
208K
$9.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.16K+ 5.52% |
$95.7K - $99.1K
|
41.2K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.08K+ 18.52% |
$92.3K - $95.6K
|
13.3K
$600K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
2.07K+ 11.97% |
$91.8K - $95K
|
19.3K
$872K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.01KNew |
$89.4K - $92.6K
|
2.01K
$90.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2K+ 4.09% |
$88.9K - $92K
|
50.9K
$2.29M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.98K+ 2.28% |
$87.9K - $91K
|
88.6K
$3.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.96K+ 10.07% |
$87.2K - $90.3K
|
21.5K
$968K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.94K+ 2.53% |
$86.2K - $89.3K
|
78.6K
$3.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.87KNew |
$83.1K - $86.1K
|
1.87K
$84.4K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.84K+ 10.05% |
$81.8K - $84.7K
|
20.2K
$910K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1.81K+ 2.23% |
$80.3K - $83.1K
|
82.7K
$3.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.78K+ 2.14% |
$79.1K - $81.9K
|
85.2K
$3.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.74K+ 12.83% |
$77.3K - $80.1K
|
15.3K
$690K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.73K+ 27.54% |
$76.8K - $79.5K
|
8.01K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.7K+ 0.43% |
$75.3K - $77.9K
|
396K
$17.9M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.69K+ 19.28% |
$75.1K - $77.8K
|
10.5K
$472K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.68K+ 11.61% |
$74.4K - $77K
|
16.1K
$726K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.62K+ 1.87% |
$71.7K - $74.3K
|
88K
$3.96M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.53K+ 1.21% |
$67.8K - $70.2K
|
128K
$5.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.44K+ 1.04% |
$64K - $66.2K
|
140K
$6.33M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.42K+ 295.63% |
$63K - $65.2K
|
1.9K
$85.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.39K+ 129.0% |
$61.6K - $63.8K
|
2.46K
$111K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.37K+ 62.0% |
$60.9K - $63.1K
|
3.59K
$162K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.35K+ 3.89% |
$60K - $62.2K
|
36.1K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.35K+ 16.75% |
$60K - $62.1K
|
9.41K
$424K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.34K+ 2.83% |
$59.6K - $61.7K
|
48.7K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.34K+ 1.53% |
$59.4K - $61.5K
|
88.7K
$4M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.34K+ 6.54% |
$59.3K - $61.4K
|
21.8K
$981K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$58.4K - $60.5K
|
1.32K
$59.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.31K+ 240.73% |
$58.3K - $60.3K
|
1.86K
$83.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.31K+ 1.78% |
$58.1K - $60.2K
|
74.7K
$3.37M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.24K+ 13.95% |
$55.1K - $57.1K
|
10.1K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.15K+ 4.96% |
$51K - $52.8K
|
24.3K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.07K+ 0.83% |
$47.3K - $49K
|
129K
$5.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.05K+ 15.0% |
$46.7K - $48.3K
|
8.06K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.01K+ 285.31% |
$44.9K - $46.4K
|
1.36K
$61.5K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
977+ 1.43% |
$43.4K - $44.9K
|
69.4K
$3.13M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
961+ 5.05% |
$42.7K - $44.2K
|
20K
$902K
|