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
|
Bg Investment Services, Inc.
|
SELL
|
- |
-45.6K- 15.94% |
$2.04M - $2.09M
|
240K
$11.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-45.8K- 12.33% |
$2.05M - $2.11M
|
326K
$15.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-46K- 9.98% |
$2.05M - $2.11M
|
415K
$19.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-50K- 10.28% |
$2.23M - $2.3M
|
436K
$20.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-52K- 48.11% |
$2.33M - $2.39M
|
56.1K
$2.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-53.4K- 46.44% |
$2.39M - $2.45M
|
61.6K
$2.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-55.6K- 18.45% |
$2.48M - $2.56M
|
246K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-58.6K- 13.8% |
$2.62M - $2.69M
|
366K
$17M
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-60.3K- 60.65% |
$2.69M - $2.77M
|
39.1K
$1.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-62.9K- 17.71% |
$2.81M - $2.89M
|
292K
$13.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-69.3K- 8.15% |
$3.1M - $3.19M
|
781K
$36.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-71K- 55.78% |
$3.17M - $3.26M
|
56.2K
$2.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-72.5K- 12.39% |
$3.24M - $3.33M
|
512K
$23.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-76.7K- 7.5% |
$3.43M - $3.52M
|
946K
$44.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-79.7K- 43.16% |
$3.56M - $3.66M
|
105K
$4.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-100K- 1.68% |
$4.49M - $4.62M
|
5.87M
$273M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-108K- 18.06% |
$4.83M - $4.97M
|
491K
$22.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-216K- 20.32% |
$9.65M - $9.93M
|
847K
$39.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-249K- 82.72% |
$11.1M - $11.5M
|
52.1K
$2.43M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-287K- 49.46% |
$12.8M - $13.2M
|
294K
$13.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-324K- 85.61% |
$14.5M - $14.9M
|
54.5K
$2.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-327K- 88.74% |
$14.6M - $15M
|
41.5K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-345K- 43.2% |
$15.4M - $15.8M
|
453K
$21.1M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-354K- 89.32% |
$15.8M - $16.3M
|
42.3K
$1.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-502K- 18.76% |
$22.4M - $23.1M
|
2.17M
$101M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-502K- 18.76% |
$22.4M - $23.1M
|
2.17M
$101M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-751K- 24.52% |
$33.5M - $34.5M
|
2.31M
$108M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.06M- 84.37% |
$47.5M - $48.9M
|
197K
$9.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.5M- 35.8% |
$67.2M - $69.1M
|
2.7M
$126M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.97M- 63.8% |
$133M - $137M
|
1.69M
$78.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.44M- 72.38% |
$154M - $158M
|
1.31M
$61.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.82M- 16.65% |
$260M - $267M
|
29.1M
$1.36B
|