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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
127+ 1.21% |
$5.67K - $5.84K
|
10.6K
$493K
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
124+ 0.42% |
$5.54K - $5.7K
|
29.6K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
122+ 158.44% |
$5.45K - $5.61K
|
199
$9.27K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
113+ 0.14% |
$5.05K - $5.19K
|
82.6K
$3.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
74+ 0.04% |
$3.31K - $3.4K
|
172K
$7.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
74+ 0.39% |
$3.31K - $3.4K
|
19.1K
$891K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
73+ 0.49% |
$3.26K - $3.36K
|
15.1K
$704K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
71+ 0.11% |
$3.17K - $3.26K
|
63K
$2.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
64+ 0.19% |
$2.86K - $2.94K
|
34K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
61+ 1.2% |
$2.73K - $2.8K
|
5.14K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
57New |
$2.55K - $2.62K
|
57
$2.65K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
57New |
$2.55K - $2.62K
|
57
$2.65K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
50New |
$2.23K - $2.3K
|
50
$2.33K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
46+ 0.19% |
$2.06K - $2.11K
|
23.8K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
46New |
$2.06K - $2.11K
|
46
$2.14K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
45New |
$2.01K - $2.07K
|
45
$2.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
42+ 0.1% |
$1.88K - $1.93K
|
43.8K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35New |
$1.56K - $1.61K
|
35
$1.63K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
26+ 0.04% |
$1.16K - $1.19K
|
69.8K
$3.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
21+ 0.18% |
$938 - $965
|
11.4K
$533K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
18+ 0.1% |
$804 - $827
|
17.3K
$804K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
17+ 0.15% |
$760 - $781
|
11.1K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
17+ 0.09% |
$760 - $781
|
20K
$931K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
13+ 0.24% |
$581 - $597
|
5.46K
$254K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
13+ 0.12% |
$581 - $597
|
11.3K
$526K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.05% |
$402 - $414
|
17.1K
$798K
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
8+ 0.04% |
$357 - $368
|
20.9K
$972K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
7+ 0.07% |
$313 - $322
|
10.7K
$500K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
6+ 1.1% |
$268 - $276
|
549
$25.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4+ 5.0% |
$179 - $184
|
84
$3.91K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.06% |
$89.4 - $91.9
|
3.61K
$168K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$44.7 - $46
|
1
$46.6
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1+ 0.0% |
$44.7 - $46
|
24.1K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 2.27% |
$44.7 - $46
|
45
$2.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6- 66.67% |
$268 - $276
|
3
$140
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-15- 51.72% |
$670 - $689
|
14
$652
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-20- 7.91% |
$894 - $919
|
233
$10.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-24- 0.24% |
$1.07K - $1.1K
|
9.96K
$464K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-25- 0.18% |
$1.12K - $1.15K
|
13.6K
$631K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-29- 1.52% |
$1.3K - $1.33K
|
1.87K
$87.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-50- 0.53% |
$2.23K - $2.3K
|
9.39K
$437K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-57- 0.44% |
$2.55K - $2.62K
|
12.8K
$595K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-81- 50.0% |
$3.62K - $3.72K
|
81
$3.77K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-84- 7.26% |
$3.75K - $3.86K
|
1.07K
$50K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-100- 1.18% |
$4.47K - $4.6K
|
8.39K
$391K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-102- 0.97% |
$4.56K - $4.69K
|
10.4K
$487K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-115- 5.43% |
$5.14K - $5.29K
|
2K
$93.2K
|