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 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.7K+ 36.95% |
$939K - $967K
|
76.9K
$3.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
19.2K+ 17.32% |
$868K - $894K
|
130K
$6.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
19.1K+ 1.8% |
$865K - $892K
|
1.08M
$50.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
18.8K+ 24.62% |
$849K - $874K
|
94.9K
$4.42M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
17.1K+ 7.27% |
$773K - $797K
|
252K
$11.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
17.1K+ 1.98% |
$773K - $796K
|
880K
$41M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
17.1K+ 4.25% |
$772K - $796K
|
418K
$19.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.8K+ 9.09% |
$716K - $738K
|
190K
$8.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.7K+ 2.82% |
$712K - $733K
|
574K
$26.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
15.1K+ 2.47% |
$683K - $704K
|
627K
$29.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
14.4KNew |
$654K - $673K
|
14.4K
$673K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
14.1K+ 13.26% |
$638K - $657K
|
120K
$5.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
13.9K+ 3.88% |
$628K - $647K
|
372K
$17.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13.7K+ 12.48% |
$622K - $641K
|
124K
$5.77M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
13.4K+ 14.69% |
$608K - $626K
|
105K
$4.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
13K+ 10.67% |
$588K - $606K
|
135K
$6.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
12.5K+ 5.85% |
$564K - $581K
|
225K
$10.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
11.2K+ 4.04% |
$508K - $524K
|
289K
$13.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.9K+ 12.78% |
$493K - $508K
|
96.2K
$4.48M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
10.6KNew |
$482K - $496K
|
10.6K
$496K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
9.92K+ 1.44% |
$449K - $462K
|
698K
$32.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
9.86K+ 2.86% |
$446K - $460K
|
355K
$16.5M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
9.64K+ 5.83% |
$436K - $450K
|
175K
$8.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.44K+ 25.07% |
$427K - $440K
|
47.1K
$2.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
9.34K+ 6.66% |
$423K - $435K
|
150K
$6.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
9.18K+ 1.76% |
$415K - $428K
|
530K
$24.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.04KNew |
$409K - $421K
|
9.04K
$421K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8.52K+ 12.85% |
$386K - $397K
|
74.8K
$3.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.45K+ 6.47% |
$382K - $394K
|
139K
$6.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
8.27K+ 15.91% |
$374K - $386K
|
60.3K
$2.81M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.21K+ 9.18% |
$372K - $383K
|
97.6K
$4.55M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
7.83K+ 4.91% |
$354K - $365K
|
167K
$7.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
7.73K+ 5.45% |
$350K - $360K
|
149K
$6.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7.69K+ 13.21% |
$348K - $358K
|
65.9K
$3.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
7.44K+ 19.89% |
$337K - $347K
|
44.9K
$2.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
7.43KNew |
$336K - $347K
|
7.43K
$346K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.37K+ 43.16% |
$333K - $343K
|
24.4K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.22KNew |
$327K - $337K
|
7.22K
$336K
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
7.06K+ 9.35% |
$319K - $329K
|
82.6K
$3.84M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
6.84K+ 10.43% |
$310K - $319K
|
72.4K
$3.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.61K+ 2.78% |
$299K - $308K
|
245K
$11.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.37K+ 3.71% |
$288K - $297K
|
178K
$8.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.16K+ 12.73% |
$279K - $287K
|
54.6K
$2.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.04K+ 6.6% |
$273K - $282K
|
97.5K
$4.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.04K+ 5.09% |
$273K - $281K
|
125K
$5.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.87K+ 25.25% |
$266K - $274K
|
29.1K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
5.72K+ 10.78% |
$259K - $267K
|
58.7K
$2.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.59K+ 1.82% |
$253K - $261K
|
312K
$14.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.13K+ 4.93% |
$232K - $239K
|
109K
$5.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
5.07KNew |
$229K - $236K
|
5.07K
$236K
|