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 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 1.22% |
$44.4 - $46
|
83
$3.74K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-6- 0.05% |
$266 - $276
|
13.2K
$597K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7- 0.09% |
$311 - $322
|
7.93K
$357K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-23- 0.42% |
$1.02K - $1.06K
|
5.44K
$245K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-25- 0.52% |
$1.11K - $1.15K
|
4.79K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-31- 0.22% |
$1.38K - $1.43K
|
13.9K
$626K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-33- 0.39% |
$1.47K - $1.52K
|
8.49K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-33- 32.04% |
$1.47K - $1.52K
|
70
$3.16K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.4% |
$1.55K - $1.61K
|
8.78K
$396K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-50- 35.21% |
$2.22K - $2.3K
|
92
$4.15K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-57- 0.27% |
$2.53K - $2.62K
|
20.9K
$941K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-74- 89.16% |
$3.29K - $3.4K
|
9
$406
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-102- 0.13% |
$4.53K - $4.69K
|
79.9K
$3.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-117- 2.47% |
$5.2K - $5.38K
|
4.63K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-118- 0.84% |
$5.24K - $5.43K
|
13.9K
$625K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-133- 62.44% |
$5.91K - $6.12K
|
80
$3.61K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-160- 0.72% |
$7.11K - $7.36K
|
22.1K
$996K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-175- 1.4% |
$7.77K - $8.05K
|
12.3K
$556K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-190- 0.73% |
$8.44K - $8.74K
|
25.8K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-229- 47.51% |
$10.2K - $10.5K
|
253
$11.4K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-250- 1.89% |
$11.1K - $11.5K
|
13K
$586K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-257- 1.44% |
$11.4K - $11.8K
|
17.6K
$792K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-333- 1.76% |
$14.8K - $15.3K
|
18.6K
$839K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-335- 13.66% |
$14.9K - $15.4K
|
2.12K
$95.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-380- 38.0% |
$16.9K - $17.5K
|
620
$27.9K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-393- 6.61% |
$17.5K - $18.1K
|
5.56K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-457- 1.71% |
$20.3K - $21K
|
26.2K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-523- 3.77% |
$23.2K - $24K
|
13.3K
$601K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-545- 3.61% |
$24.2K - $25.1K
|
14.5K
$656K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-590- 8.48% |
$26.2K - $27.1K
|
6.37K
$287K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-663- 4.43% |
$29.4K - $30.5K
|
14.3K
$646K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-672- 4.97% |
$29.8K - $30.9K
|
12.8K
$579K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-691- 9.52% |
$30.7K - $31.8K
|
6.57K
$296K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-702- 10.9% |
$31.2K - $32.3K
|
5.74K
$259K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-777- 7.98% |
$34.5K - $35.7K
|
8.96K
$404K
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-827- 0.29% |
$36.7K - $38K
|
286K
$12.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-848- 0.38% |
$37.7K - $39K
|
220K
$9.9M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-862- 10.22% |
$38.3K - $39.6K
|
7.57K
$341K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-966- 1.16% |
$42.9K - $44.4K
|
82.5K
$3.72M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.01K- 8.11% |
$44.8K - $46.3K
|
11.4K
$515K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.04K- 17.32% |
$46.1K - $47.7K
|
4.95K
$223K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.12K- 4.14% |
$49.5K - $51.3K
|
25.8K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.16K- 16.15% |
$51.6K - $53.5K
|
6.04K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.19K- 0.42% |
$52.8K - $54.7K
|
284K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 5.76% |
$53.6K - $55.5K
|
19.8K
$890K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.29K- 12.66% |
$57.4K - $59.4K
|
8.92K
$402K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.33K- 2.29% |
$59K - $61.1K
|
56.8K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.36K- 0.79% |
$60.4K - $62.6K
|
171K
$7.71M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.41K- 13.47% |
$62.6K - $64.8K
|
9.05K
$408K
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-1.41K- 6.13% |
$62.7K - $64.9K
|
21.6K
$974K
|