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 |
|---|---|---|---|---|---|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
8,429
shares
|
$421,281
0.36% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Apr 24, 2025 Q1 2025 |
8,407
shares
|
$420,181
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
8,075
shares
|
$403,588
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
7,880
shares
|
$393,842
0.03% of portfolio
|
Q4 2023
Reduced 8.44%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
7,581
shares
|
$378,898
0.02% of portfolio
|
Q1 2025
Added 39.41%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
7,285
shares
|
$364,104
0.02% of portfolio
|
Q1 2025
Added 49.16%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
7,148
shares
|
$357,257
0.12% of portfolio
|
Q1 2025
Added 28.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
6,720
shares
|
$335,865
0.0% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
6,282
shares
|
$313,974
0.05% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
6,029
shares
|
$301,329
0.09% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,929
shares
|
$296,331
0.01% of portfolio
|
Q1 2025
Added 13.15%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,170
shares
|
$258,396
0.01% of portfolio
|
Q4 2024
Reduced 38.52%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
5,104
shares
|
$255,097
0.15% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
4,562
shares
|
$228,008
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,529
shares
|
$226,359
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
4,479
shares
|
$223,860
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Riverstone Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
4,000
shares
|
$199,920
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
3,275
shares
|
$163,684
0.03% of portfolio
|
Q2 2023
Added 63.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,576
shares
|
$128,748
0.0% of portfolio
|
Q1 2025
Added 81.03%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,237
shares
|
$111,805
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
1,999
shares
|
$99,910
0.01% of portfolio
|
Q1 2025
Reduced 37.1%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,948
shares
|
$97,361
0.0% of portfolio
|
Q1 2025
Added 19.36%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,831
shares
|
$91,513
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
778
shares
|
$38,884
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
728
shares
|
$36,385
0.0% of portfolio
|
Q4 2024
Added 22.15%
|