Purchases and Sales Made in Q3 2025 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
763K+ 28.84% |
$34.5M - $35.6M
|
3.41M
$159M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
753K+ 20.8% |
$34.1M - $35.1M
|
4.37M
$204M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
606K+ 29.16% |
$27.4M - $28.3M
|
2.69M
$125M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
458K+ 21.23% |
$20.7M - $21.4M
|
2.62M
$122M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
290KNew |
$13.1M - $13.5M
|
290K
$13.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
281K+ 918.63% |
$12.7M - $13.1M
|
312K
$14.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
267K+ 674.76% |
$12.1M - $12.4M
|
306K
$14.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
238K+ 1502.86% |
$10.8M - $11.1M
|
253K
$11.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
213K+ 6.47% |
$9.62M - $9.91M
|
3.5M
$163M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
203K+ 9.72% |
$9.18M - $9.46M
|
2.29M
$107M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
173K+ 994.08% |
$7.83M - $8.07M
|
190K
$8.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
163K+ 29.33% |
$7.38M - $7.61M
|
719K
$33.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
161K+ 4.18% |
$7.27M - $7.49M
|
4M
$186M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
152K+ 4.9% |
$6.88M - $7.08M
|
3.25M
$151M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
152K+ 165.06% |
$6.86M - $7.07M
|
243K
$11.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
125KNew |
$5.64M - $5.81M
|
125K
$5.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
112K+ 27.1% |
$5.09M - $5.24M
|
527K
$24.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
106K+ 39.32% |
$4.82M - $4.96M
|
377K
$17.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
105K+ 15.95% |
$4.75M - $4.9M
|
763K
$35.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
91K+ 32.72% |
$4.12M - $4.24M
|
369K
$17.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
88.2K+ 291.42% |
$3.99M - $4.11M
|
118K
$5.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
81.1K+ 496.28% |
$3.67M - $3.78M
|
97.5K
$4.54M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
79.4K+ 6.66% |
$3.59M - $3.7M
|
1.27M
$59.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
68.4K+ 14.26% |
$3.09M - $3.19M
|
548K
$25.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
66.9K+ 8.65% |
$3.03M - $3.12M
|
840K
$39.1M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
60.5K+ 8.11% |
$2.74M - $2.82M
|
807K
$37.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
59.8K+ 9.83% |
$2.71M - $2.79M
|
668K
$31.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
57K+ 2.93% |
$2.58M - $2.66M
|
2.01M
$93.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56.4K+ 25.44% |
$2.55M - $2.63M
|
278K
$13M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
51.1K+ 17.47% |
$2.31M - $2.38M
|
344K
$16M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
49.4K+ 80.55% |
$2.24M - $2.3M
|
111K
$5.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
46.1K+ 8.54% |
$2.09M - $2.15M
|
587K
$27.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.3K+ 4.47% |
$1.91M - $1.97M
|
988K
$46M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
40.6K+ 4.19% |
$1.84M - $1.89M
|
1.01M
$47M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
39.2K+ 9.69% |
$1.77M - $1.83M
|
443K
$20.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
38.8K+ 15.01% |
$1.76M - $1.81M
|
298K
$13.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
38.4K+ 4.34% |
$1.74M - $1.79M
|
922K
$43M
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
35.1K+ 8.15% |
$1.59M - $1.64M
|
466K
$21.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
31.9K+ 167.84% |
$1.44M - $1.49M
|
50.9K
$2.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
31.4K+ 4.58% |
$1.42M - $1.46M
|
717K
$33.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
30.7K+ 6.76% |
$1.39M - $1.43M
|
485K
$22.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
27.6K+ 5.42% |
$1.25M - $1.29M
|
537K
$25M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
27.1K+ 17.84% |
$1.23M - $1.26M
|
179K
$8.33M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
26.3K+ 3.69% |
$1.19M - $1.23M
|
739K
$34.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
24.4K+ 3.54% |
$1.1M - $1.14M
|
714K
$33.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
24K+ 13.14% |
$1.09M - $1.12M
|
207K
$9.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
23.4K+ 9.75% |
$1.06M - $1.09M
|
263K
$12.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.6K+ 5.09% |
$1.02M - $1.06M
|
467K
$21.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
22K+ 3.15% |
$995K - $1.02M
|
719K
$33.5M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
22K+ 6.65% |
$994K - $1.02M
|
352K
$16.4M
|