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
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.13K+ 5.51% |
$94.9K - $97.7K
|
40.7K
$1.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.09K+ 84.62% |
$93.2K - $95.8K
|
4.55K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.08K+ 2.61% |
$93K - $95.7K
|
81.9K
$3.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.06K+ 9.97% |
$92.1K - $94.8K
|
22.7K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
2.04K+ 1.99% |
$90.9K - $93.5K
|
104K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.92K+ 40.92% |
$86K - $88.4K
|
6.63K
$309K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
1.92K+ 31.13% |
$85.8K - $88.3K
|
8.09K
$377K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.9K+ 2.05% |
$84.8K - $87.2K
|
94.5K
$4.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.87KNew |
$83.6K - $86K
|
1.87K
$87.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 19.05% |
$74.7K - $76.8K
|
10.5K
$487K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.51K+ 3.81% |
$67.6K - $69.6K
|
41.3K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
1.5K+ 17.09% |
$67K - $68.9K
|
10.3K
$479K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.46K+ 10.18% |
$65.1K - $67K
|
15.8K
$735K
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.41K+ 1.47% |
$63K - $64.8K
|
97.3K
$4.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.37K+ 8.45% |
$61.2K - $63K
|
17.6K
$819K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 5.89% |
$56.5K - $58.1K
|
22.7K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.24K+ 2.22% |
$55.4K - $56.9K
|
56.9K
$2.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.14K+ 0.04% |
$50.8K - $52.2K
|
3.1M
$144M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.13K+ 5.2% |
$50.5K - $52K
|
22.9K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.07K+ 4.42% |
$48K - $49.4K
|
25.4K
$1.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
1K+ 10.63% |
$44.7K - $46K
|
10.4K
$485K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
908+ 5.58% |
$40.6K - $41.7K
|
17.2K
$800K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
859+ 9.36% |
$38.4K - $39.5K
|
10K
$468K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
834New |
$37.3K - $38.3K
|
834
$38.8K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
746New |
$33.3K - $34.3K
|
746
$34.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
737+ 13.09% |
$32.9K - $33.9K
|
6.37K
$297K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
631+ 7.04% |
$28.2K - $29K
|
9.59K
$447K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
607+ 0.18% |
$27.1K - $27.9K
|
339K
$15.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
600New |
$26.8K - $27.6K
|
600
$27.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
583+ 92.83% |
$26K - $26.8K
|
1.21K
$56.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
566+ 0.44% |
$25.3K - $26K
|
131K
$6.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
530+ 2.4% |
$23.7K - $24.4K
|
22.6K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
522+ 0.74% |
$23.3K - $24K
|
70.7K
$3.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
466New |
$20.8K - $21.4K
|
466
$21.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
460New |
$20.6K - $21.1K
|
460
$21.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
460New |
$20.6K - $21.1K
|
460
$21.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
455+ 0.68% |
$20.3K - $20.9K
|
67.2K
$3.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
452New |
$20.2K - $20.8K
|
452
$21K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
442+ 3.54% |
$19.7K - $20.3K
|
12.9K
$603K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
382+ 0.78% |
$17.1K - $17.6K
|
49.1K
$2.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
302+ 1.27% |
$13.5K - $13.9K
|
24.1K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
222+ 2.27% |
$9.92K - $10.2K
|
10K
$466K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
216New |
$9.65K - $9.93K
|
216
$10.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
200New |
$8.94K - $9.19K
|
200
$9.31K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
178+ 1.44% |
$7.95K - $8.18K
|
12.5K
$583K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
174+ 0.31% |
$7.77K - $8K
|
56.8K
$2.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
159+ 27.75% |
$7.1K - $7.31K
|
732
$34.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
145+ 1.2% |
$6.48K - $6.66K
|
12.2K
$568K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
144+ 1.6% |
$6.43K - $6.62K
|
9.15K
$426K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
140New |
$6.26K - $6.43K
|
140
$6.52K
|