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 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
17.4K+ 5.56% |
$777K - $800K
|
331K
$15.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
17.3KNew |
$773K - $795K
|
17.3K
$806K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
17.1K+ 13.81% |
$766K - $788K
|
141K
$6.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
17.1KNew |
$762K - $784K
|
17.1K
$795K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
16.9K+ 0.27% |
$755K - $776K
|
6.19M
$288M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.9K+ 37.86% |
$753K - $774K
|
61.4K
$2.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 8.21% |
$752K - $774K
|
222K
$10.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
16.7K+ 120.67% |
$747K - $769K
|
30.6K
$1.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.6K+ 6.36% |
$744K - $765K
|
278K
$13M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
16.2K+ 5.68% |
$725K - $745K
|
302K
$14.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
16.1K+ 8.21% |
$721K - $742K
|
213K
$9.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15.9K+ 151.9% |
$711K - $731K
|
26.4K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15.9K+ 3.94% |
$710K - $731K
|
420K
$19.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
15.8KNew |
$706K - $727K
|
15.8K
$736K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
15.8K+ 10.55% |
$705K - $725K
|
165K
$7.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Kearns & Associates LLC
|
BUY
|
- |
15.5KNew |
$693K - $713K
|
15.5K
$723K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
15.4K+ 13.88% |
$690K - $710K
|
127K
$5.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
15.3K+ 5.26% |
$685K - $704K
|
306K
$14.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.3K+ 8.07% |
$682K - $702K
|
205K
$9.53M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
15.2K+ 2.26% |
$680K - $700K
|
688K
$32.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15.1K+ 92.52% |
$675K - $694K
|
31.4K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
15K+ 3.7% |
$670K - $689K
|
420K
$19.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
14.9K+ 24.28% |
$665K - $684K
|
76.2K
$3.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
14.5K+ 10.04% |
$647K - $666K
|
159K
$7.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14.4K+ 3.62% |
$645K - $663K
|
413K
$19.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
14.1K+ 17.83% |
$630K - $648K
|
93.1K
$4.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.7K+ 5.6% |
$613K - $630K
|
259K
$12M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
13.5K+ 4.43% |
$602K - $619K
|
318K
$14.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
13.4KNew |
$600K - $617K
|
13.4K
$625K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
13K+ 19.56% |
$581K - $597K
|
79.5K
$3.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 243.83% |
$578K - $594K
|
18.2K
$849K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
12.9K+ 107.89% |
$578K - $594K
|
24.9K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12.5K+ 225.62% |
$560K - $576K
|
18.1K
$842K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
12.5K+ 2.1% |
$558K - $574K
|
608K
$28.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.4K+ 5.25% |
$510K - $525K
|
229K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.3K+ 206.13% |
$506K - $521K
|
16.8K
$784K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
11.3KNew |
$506K - $520K
|
11.3K
$527K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
11K+ 2.2% |
$490K - $504K
|
510K
$23.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
10.9K+ 8.92% |
$489K - $503K
|
134K
$6.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
10.9KNew |
$487K - $501K
|
10.9K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.9K+ 2.26% |
$486K - $500K
|
492K
$22.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.9K+ 28.22% |
$485K - $499K
|
49.4K
$2.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
10.8K+ 1.81% |
$483K - $497K
|
607K
$28.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
10.8KNew |
$483K - $497K
|
10.8K
$503K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.7K+ 12.12% |
$480K - $494K
|
99.3K
$4.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
10.3K+ 4.07% |
$458K - $471K
|
262K
$12.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.2K+ 3.29% |
$457K - $470K
|
321K
$15M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
9.88K+ 4.24% |
$442K - $454K
|
243K
$11.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
9.86K+ 6.59% |
$441K - $453K
|
160K
$7.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.84K+ 6.34% |
$440K - $452K
|
165K
$7.69M
|