Institutional Ownership Fidelity Merrimack Str Tr Low (FLDR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Low (FLDR). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 5.48 Million shares, which have been reported (via 13F filing form) to have a value of $274 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,157,941
shares
|
$57.9 Million
0.01% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
469,963
shares
|
$23.5 Million
0.03% of portfolio
|
Q1 2025
Added 41.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
397,435
shares
|
$19.9 Million
0.01% of portfolio
|
Q1 2025
Added 31.03%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
322,664
shares
|
$16.1 Million
0.15% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
236,929
shares
|
$11.8 Million
0.0% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
180,725
shares
|
$9.03 Million
0.0% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
172,749
shares
|
$8.63 Million
0.0% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
164,292
shares
|
$8.21 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
159,095
shares
|
$7.95 Million
0.1% of portfolio
|
Q1 2025
Added 25.78%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
150,916
shares
|
$7.54 Million
5.08% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
147,956
shares
|
$7.39 Million
5.13% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
132,189
shares
|
$6.61 Million
0.03% of portfolio
|
Q1 2025
Added 226.17%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
128,054
shares
|
$6.4 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
111,018
shares
|
$5.55 Million
0.11% of portfolio
|
Q1 2025
Added 286.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
109,122
shares
|
$5.45 Million
0.01% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
100,126
shares
|
$5 Million
2.66% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
99,297
shares
|
$4.96 Million
2.15% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
88,616
shares
|
$4.43 Million
0.0% of portfolio
|
Q1 2025
Added 170.46%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
77,224
shares
|
$3.86 Million
0.3% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
76,101
shares
|
$3.8 Million
0.01% of portfolio
|
Q1 2025
Added 64.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
73,229
shares
|
$3.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
65,547
shares
|
$3.28 Million
2.28% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
55,790
shares
|
$2.79 Million
0.0% of portfolio
|
Q1 2025
Added 18.92%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
52,200
shares
|
$2.61 Million
0.09% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
48,030
shares
|
$2.4 Million
1.2% of portfolio
|
Q1 2025
Added 62.85%
|