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 |
---|---|---|---|---|---|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
1,070
shares
|
$53,895
0.0% of portfolio
|
Q1 2024
Reduced 14.06%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
1,012
shares
|
$50,974
0.02% of portfolio
|
Q2 2024
Added 6.41%
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
686
shares
|
$34,553
0.02% of portfolio
|
Q1 2023
Reduced 91.3%
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
600
shares
|
$30,222
0.0% of portfolio
|
Q2 2024
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
217
shares
|
$10,930
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
163
shares
|
$8,210
0.0% of portfolio
|
Q2 2024
Reduced 21.63%
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
158
shares
|
$7,958
0.0% of portfolio
|
Q2 2024
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
136
shares
|
$6,850
0.0% of portfolio
|
Q2 2024
Added 1.49%
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
125
shares
|
$6,296
0.0% of portfolio
|
Q2 2024
Added 1.63%
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
117
shares
|
$5,893
0.0% of portfolio
|
Q2 2024
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
99
shares
|
$4,986
0.0% of portfolio
|
Q4 2023
New holding
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
25
shares
|
$1,259
0.0% of portfolio
|
Q4 2023
New holding
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
13
shares
|
$654
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|