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 64 institutions that hold shares in the stock, with a total of 3.3 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
660,990
shares
|
$33.2 Million
0.01% of portfolio
|
Q2 2024
Added 55.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
267,961
shares
|
$13.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 61.07%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
264,191
shares
|
$13.3 Million
0.02% of portfolio
|
Q2 2024
Added 46.93%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
207,992
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
151,831
shares
|
$7.63 Million
0.0% of portfolio
|
Q1 2024
Added 4.99%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
144,895
shares
|
$7.28 Million
0.08% of portfolio
|
Q2 2024
Added 14.49%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jul 16, 2024 Q2 2024 |
136,291
shares
|
$6.85 Million
5.09% of portfolio
|
Q2 2024
Added 41.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
135,461
shares
|
$6.81 Million
0.0% of portfolio
|
Q2 2024
Added 45.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
125,208
shares
|
$6.29 Million
0.01% of portfolio
|
Q2 2024
Added 434.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
122,666
shares
|
$6.17 Million
0.02% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
111,187
shares
|
$5.59 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Jul 24, 2024 Q2 2024 |
100,795
shares
|
$5.07 Million
0.99% of portfolio
|
Q2 2024
Added 15.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
98,796
shares
|
$4.97 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Planning Directions Inc
|
Aug 09, 2024 Q2 2024 |
77,724
shares
|
$3.91 Million
2.7% of portfolio
|
Q2 2024
Added 26.51%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
71,854
shares
|
$3.61 Million
0.0% of portfolio
|
Q2 2024
Reduced 42.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
60,350
shares
|
$3.03 Million
0.01% of portfolio
|
Q2 2024
Added 68.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
55,122
shares
|
$2.77 Million
0.0% of portfolio
|
Q2 2024
Added 470.21%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2024 Q2 2024 |
53,295
shares
|
$2.68 Million
0.81% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
51,900
shares
|
$2.61 Million
0.08% of portfolio
|
Q2 2024
Added 10.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
42,380
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2024
Added 101.54%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
41,352
shares
|
$2.08 Million
0.17% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
35,675
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2024
Added 41.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
31,305
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2024
Reduced 25.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
25,502
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.91%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
24,941
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2024
Added 2.55%
|