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 |
---|---|---|---|---|---|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
24,315
shares
|
$1.22 Million
0.27% of portfolio
|
Q3 2022
Reduced 5.08%
|
|
Genesee Capital Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
14,606
shares
|
$735,704
0.36% of portfolio
|
Q2 2024
Added 1.38%
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 02, 2024 Q2 2024 |
13,973
shares
|
$703,820
0.4% of portfolio
|
Q2 2024
Added 60.52%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
13,223
shares
|
$666,042
0.02% of portfolio
|
Q2 2024
Reduced 43.3%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
9,821
shares
|
$494,683
0.0% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
9,762
shares
|
$491,711
0.01% of portfolio
|
Q1 2024
Added 8.25%
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 01, 2024 Q2 2024 |
9,511
shares
|
$479,069
0.16% of portfolio
|
Q2 2024
New holding
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 16, 2024 Q2 2024 |
8,700
shares
|
$438,219
0.38% of portfolio
|
Q4 2023
Reduced 33.08%
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 14, 2024 Q2 2024 |
8,494
shares
|
$427,842
0.42% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
8,409
shares
|
$423,561
0.01% of portfolio
|
Q2 2024
Reduced 4.54%
|
|
Seldon Capital LP
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
8,075
shares
|
$406,737
0.28% of portfolio
|
Q3 2023
New holding
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
7,880
shares
|
$396,915
0.04% of portfolio
|
Q4 2023
Reduced 8.44%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
6,662
shares
|
$335,564
0.0% of portfolio
|
Q2 2024
Reduced 93.93%
|
|
Shufro Rose & CO LLC
|
Aug 13, 2024 Q2 2024 |
6,400
shares
|
$322,368
0.03% of portfolio
|
Q2 2024
Added 45.45%
|
|
Ritholtz Wealth Management
|
Jul 31, 2024 Q2 2024 |
5,524
shares
|
$278,243
0.01% of portfolio
|
Q2 2024
New holding
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
5,409
shares
|
$272,451
0.02% of portfolio
|
Q2 2024
Added 6.35%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
5,248
shares
|
$264,341
0.0% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
4,408
shares
|
$222,030
0.16% of portfolio
|
Q2 2024
Reduced 67.95%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
4,237
shares
|
$213,417
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 23, 2024 Q2 2024 |
4,037
shares
|
$203,343
0.12% of portfolio
|
Q2 2024
New holding
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jul 25, 2024 Q2 2024 |
3,856
shares
|
$194,226
0.08% of portfolio
|
Q2 2024
Reduced 87.18%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
3,275
shares
|
$164,961
0.03% of portfolio
|
Q2 2023
Added 63.75%
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
3,092
shares
|
$155,744
0.02% of portfolio
|
Q2 2024
Added 1.38%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,601
shares
|
$80,642
0.0% of portfolio
|
Q2 2024
Added 40.32%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,105
shares
|
$55,658
0.0% of portfolio
|
Q2 2024
Added 67.17%
|