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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
686
shares
|
$34,286
0.02% of portfolio
|
Q1 2023
Reduced 91.3%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
271
shares
|
$13,544
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
208
shares
|
$10,395
0.0% of portfolio
|
Q3 2024
Reduced 79.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
183
shares
|
$9,146
0.0% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
142
shares
|
$7,097
0.0% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
130
shares
|
$6,497
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
52
shares
|
$2,598
0.0% of portfolio
|
Q1 2025
Added 26.83%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
29
shares
|
$1,449
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
13
shares
|
$649
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
8
shares
|
$399
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
3
shares
|
$149
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|