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 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
105K+ 3.3% |
$4.7M - $4.83M
|
3.29M
$153M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
99.8K+ 1.94% |
$4.46M - $4.59M
|
5.24M
$244M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
96.4K+ 78.68% |
$4.31M - $4.43M
|
219K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
94.9K+ 61.27% |
$4.24M - $4.36M
|
250K
$11.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
93.1K+ 4.89% |
$4.16M - $4.28M
|
2M
$93.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
92.5K+ 576.16% |
$4.13M - $4.25M
|
108K
$5.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
85.8K+ 21.79% |
$3.83M - $3.94M
|
479K
$22.3M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
85.3K+ 13.95% |
$3.81M - $3.92M
|
697K
$32.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
85.1K+ 29.66% |
$3.8M - $3.91M
|
372K
$17.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
84.8K+ 90.28% |
$3.79M - $3.9M
|
179K
$8.32M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
83K+ 287.91% |
$3.71M - $3.82M
|
112K
$5.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
82.1K+ 32.1% |
$3.67M - $3.77M
|
338K
$15.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
77.9K+ 22.05% |
$3.48M - $3.58M
|
431K
$20.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
77K+ 53.2% |
$3.44M - $3.54M
|
222K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
76.4KNew |
$3.41M - $3.51M
|
76.4K
$3.56M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
74.9K+ 442.51% |
$3.35M - $3.44M
|
91.8K
$4.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72.5KNew |
$3.24M - $3.33M
|
72.5K
$3.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
71.4KNew |
$3.19M - $3.28M
|
71.4K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
69.6KNew |
$3.11M - $3.2M
|
69.6K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
66.5K+ 2.01% |
$2.97M - $3.06M
|
3.37M
$157M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
65.6KNew |
$2.93M - $3.01M
|
65.6K
$3.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
63.8K+ 32.35% |
$2.85M - $2.93M
|
261K
$12.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
61.4KNew |
$2.74M - $2.82M
|
61.4K
$2.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
58.4K+ 9.74% |
$2.61M - $2.68M
|
658K
$30.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
58.2KNew |
$2.6M - $2.67M
|
58.2K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
56.9K+ 2.21% |
$2.54M - $2.61M
|
2.64M
$123M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
56.5K+ 2.99% |
$2.53M - $2.6M
|
1.95M
$90.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
54.7K+ 8.63% |
$2.45M - $2.52M
|
689K
$32.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
53KNew |
$2.37M - $2.44M
|
53K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
52.9K+ 4.82% |
$2.36M - $2.43M
|
1.15M
$53.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
52.3K+ 14.87% |
$2.34M - $2.4M
|
404K
$18.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
50.7K+ 4.45% |
$2.27M - $2.33M
|
1.19M
$55.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
47.2KNew |
$2.11M - $2.17M
|
47.2K
$2.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
43.9K+ 416.63% |
$1.96M - $2.02M
|
54.4K
$2.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
43.9K+ 10.53% |
$1.96M - $2.02M
|
461K
$21.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
42.4K+ 491.47% |
$1.89M - $1.95M
|
51K
$2.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
41.1K+ 6.71% |
$1.84M - $1.89M
|
654K
$30.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
40.8K+ 45280.0% |
$1.82M - $1.87M
|
40.8K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
40.6K+ 4.47% |
$1.81M - $1.87M
|
949K
$44.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
40.3K+ 32.25% |
$1.8M - $1.85M
|
165K
$7.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
39.6K+ 10.75% |
$1.77M - $1.82M
|
407K
$19M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
39.4K+ 108.88% |
$1.76M - $1.81M
|
75.5K
$3.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
39.3K+ 5.35% |
$1.76M - $1.81M
|
773K
$36M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
38.5K+ 15.73% |
$1.72M - $1.77M
|
283K
$13.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
37.8K+ 32.83% |
$1.69M - $1.74M
|
153K
$7.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
37.8K+ 6.68% |
$1.69M - $1.74M
|
604K
$28.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
37.5K+ 27.1% |
$1.67M - $1.72M
|
176K
$8.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
36.6K+ 8.01% |
$1.64M - $1.68M
|
494K
$23M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
35.8K+ 18.01% |
$1.6M - $1.65M
|
235K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35.7K+ 20.43% |
$1.6M - $1.64M
|
211K
$9.81M
|