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 |
|---|---|---|---|---|---|
|
Financially Speaking Inc
Greenwood Village, CO |
May 07, 2025 Q1 2025 |
46,630
shares
|
$2.33 Million
1.72% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
44,694
shares
|
$2.23 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
41,115
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2025
Added 18.21%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
38,793
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Added 14.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
35,596
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Added 27.02%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
34,386
shares
|
$1.72 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
30,430
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
26,756
shares
|
$1.34 Million
1.23% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
24,678
shares
|
$1.23 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
24,315
shares
|
$1.22 Million
0.27% of portfolio
|
Q3 2022
Reduced 5.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
22,351
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 115.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
21,861
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 60.98%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
21,740
shares
|
$1.09 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
21,624
shares
|
$1.08 Million
0.6% of portfolio
|
Q1 2025
Added 20.45%
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
20,158
shares
|
$1.01 Million
1.04% of portfolio
|
Q1 2025
Reduced 87.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
17,466
shares
|
$872,950
0.03% of portfolio
|
Q1 2025
Reduced 44.37%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
17,002
shares
|
$849,759
0.44% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
16,460
shares
|
$822,670
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
11,743
shares
|
$586,915
0.52% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
11,569
shares
|
$578,218
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
10,654
shares
|
$532,486
0.16% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,281
shares
|
$513,844
0.0% of portfolio
|
Q3 2024
Reduced 91.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
9,569
shares
|
$478,258
0.01% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,100
shares
|
$454,818
0.0% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
8,700
shares
|
$434,826
0.35% of portfolio
|
Q4 2023
Reduced 33.08%
|