Purchases and Sales Made in Q2 2025 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-5.86K- 2.85% |
$262K - $269K
|
200K
$9.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.27K- 7.86% |
$280K - $288K
|
73.5K
$3.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-6.3K- 16.33% |
$282K - $290K
|
32.3K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6.41K- 11.27% |
$286K - $295K
|
50.5K
$2.35M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.89K- 1.85% |
$308K - $317K
|
365K
$17M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-7.09K- 6.64% |
$317K - $326K
|
99.8K
$4.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-7.29K- 5.64% |
$326K - $335K
|
122K
$5.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-7.3K- 25.15% |
$326K - $335K
|
21.7K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.44K- 8.03% |
$333K - $342K
|
85.3K
$3.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7.72K- 16.96% |
$345K - $355K
|
37.8K
$1.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.88K- 15.71% |
$352K - $362K
|
42.2K
$1.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.91K- 48.57% |
$354K - $364K
|
8.38K
$390K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.19K- 2.01% |
$366K - $376K
|
398K
$18.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-8.96K- 46.34% |
$400K - $412K
|
10.4K
$483K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-9.03K- 11.41% |
$404K - $415K
|
70.2K
$3.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-9.41K- 10.49% |
$420K - $432K
|
80.3K
$3.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-10.9K- 8.98% |
$487K - $501K
|
110K
$5.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-11.2K- 33.73% |
$501K - $516K
|
22K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-12.1K- 4.83% |
$542K - $557K
|
239K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-12.1K- 7.85% |
$542K - $557K
|
142K
$6.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-12.3K- 5.99% |
$550K - $566K
|
193K
$9M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-12.5K- 6.45% |
$559K - $575K
|
181K
$8.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-12.5K- 0.27% |
$560K - $576K
|
4.62M
$215M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-12.7K- 0.86% |
$569K - $585K
|
1.46M
$68M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-13.5K- 39.44% |
$603K - $620K
|
20.7K
$965K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-13.8K- 9.78% |
$616K - $634K
|
127K
$5.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-15.1K- 43.66% |
$676K - $696K
|
19.5K
$910K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15.8K- 0.41% |
$707K - $728K
|
3.84M
$179M
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-17.4K- 3.23% |
$777K - $799K
|
521K
$24.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-18.1K- 11.56% |
$808K - $831K
|
138K
$6.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.6K- 14.31% |
$833K - $857K
|
112K
$5.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-19K- 38.86% |
$851K - $875K
|
30K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-19.4K- 9.76% |
$867K - $892K
|
179K
$8.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.6K- 5.17% |
$874K - $899K
|
359K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.9K- 3.92% |
$1.02M - $1.05M
|
562K
$26.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-23.3K- 44.93% |
$1.04M - $1.07M
|
28.5K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24K- 42.14% |
$1.07M - $1.1M
|
33K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-24.7K- 15.98% |
$1.11M - $1.14M
|
130K
$6.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-26K- 1.05% |
$1.16M - $1.2M
|
2.45M
$114M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-27.2K- 4.5% |
$1.21M - $1.25M
|
576K
$26.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-28.8K- 7.27% |
$1.29M - $1.32M
|
368K
$17.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
SELL
|
- |
-29K- 38.79% |
$1.29M - $1.33M
|
45.7K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-31.5K- 11.62% |
$1.41M - $1.45M
|
240K
$11.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-31.5K- 65.83% |
$1.41M - $1.45M
|
16.4K
$761K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-37.9K- 21.97% |
$1.69M - $1.74M
|
134K
$6.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-39.3K- 36.79% |
$1.75M - $1.8M
|
67.4K
$3.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-39.9K- 99.77% |
$1.78M - $1.83M
|
90
$4.19K
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-41.3K- 11.51% |
$1.84M - $1.9M
|
317K
$14.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-44.6K- 15.67% |
$1.99M - $2.05M
|
240K
$11.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-44.9K- 82.72% |
$2.01M - $2.07M
|
9.39K
$437K
|