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 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
919+ 5.63% |
$40.8K - $42.3K
|
17.2K
$777K
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
862+ 4.84% |
$38.3K - $39.6K
|
18.7K
$842K
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
852+ 1.28% |
$37.8K - $39.2K
|
67.6K
$3.05M
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
825+ 0.31% |
$36.6K - $37.9K
|
265K
$11.9M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
761+ 2.23% |
$33.8K - $35K
|
34.9K
$1.57M
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
757+ 2.89% |
$33.6K - $34.8K
|
27K
$1.22M
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
680+ 2.46% |
$30.2K - $31.3K
|
28.3K
$1.28M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
628New |
$27.9K - $28.9K
|
628
$28.3K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
626New |
$27.8K - $28.8K
|
626
$28.2K
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
585+ 8.71% |
$26K - $26.9K
|
7.3K
$329K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
553New |
$24.6K - $25.4K
|
553
$24.9K
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
552+ 4.98% |
$24.5K - $25.4K
|
11.6K
$525K
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
467+ 5.41% |
$20.7K - $21.5K
|
9.09K
$410K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
436+ 4.67% |
$19.4K - $20K
|
9.78K
$441K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
436+ 6228.57% |
$19.4K - $20K
|
443
$20K
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
429New |
$19.1K - $19.7K
|
429
$19.3K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
356+ 2.27% |
$15.8K - $16.4K
|
16K
$723K
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
338+ 2.78% |
$15K - $15.5K
|
12.5K
$564K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
306+ 63.09% |
$13.6K - $14.1K
|
791
$35.7K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
297+ 23.26% |
$13.2K - $13.7K
|
1.57K
$71K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
292New |
$13K - $13.4K
|
292
$13.2K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
282+ 3.17% |
$12.5K - $13K
|
9.18K
$414K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
266New |
$11.8K - $12.2K
|
266
$12K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
200+ 28.41% |
$8.88K - $9.2K
|
904
$40.8K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
150New |
$6.66K - $6.9K
|
150
$6.76K
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
145+ 1.22% |
$6.44K - $6.67K
|
12.1K
$543K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
130New |
$5.77K - $5.98K
|
130
$5.86K
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
115+ 1.17% |
$5.11K - $5.29K
|
9.99K
$450K
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
85+ 0.12% |
$3.77K - $3.91K
|
70.9K
$3.2M
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
62+ 0.18% |
$2.75K - $2.85K
|
34.1K
$1.54M
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
61+ 0.18% |
$2.71K - $2.8K
|
34.2K
$1.54M
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
52+ 0.81% |
$2.31K - $2.39K
|
6.44K
$290K
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
52New |
$2.31K - $2.39K
|
52
$2.34K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
46+ 2.48% |
$2.04K - $2.12K
|
1.9K
$85.8K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
44New |
$1.95K - $2.02K
|
44
$1.98K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
42New |
$1.87K - $1.93K
|
42
$1.89K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
27+ 0.05% |
$1.2K - $1.24K
|
52.4K
$2.36M
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
26+ 0.03% |
$1.15K - $1.2K
|
89.7K
$4.04M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25+ 0.7% |
$1.11K - $1.15K
|
3.61K
$163K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24+ 4.37% |
$1.07K - $1.1K
|
573
$25.8K
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
20+ 30.3% |
$888 - $920
|
86
$3.88K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 30.51% |
$799 - $828
|
77
$3.47K
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
17+ 0.09% |
$755 - $782
|
20K
$900K
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
17+ 0.06% |
$755 - $782
|
29.4K
$1.33M
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
12+ 0.25% |
$533 - $552
|
4.84K
$218K
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
9+ 0.08% |
$400 - $414
|
10.7K
$483K
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9+ 0.29% |
$400 - $414
|
3.11K
$140K
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
5+ 0.93% |
$222 - $230
|
543
$24.5K
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1New |
$44.4 - $46
|
1
$45.1
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1+ 0.0% |
$44.4 - $46
|
24.1K
$1.09M
|