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 102 institutions that hold shares in the stock, with a total of 6.61 Million shares, which have been reported (via 13F filing form) to have a value of $332 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Riverstone Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,700
shares
|
$236,222
0.13% of portfolio
|
Q2 2025
Added 17.5%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
4,479
shares
|
$225,114
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
4,196
shares
|
$210,890
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
3,275
shares
|
$164,601
0.02% of portfolio
|
Q2 2023
Added 63.75%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,813
shares
|
$141,381
0.0% of portfolio
|
Q2 2025
Added 286.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,576
shares
|
$129,469
0.0% of portfolio
|
Q1 2025
Added 81.03%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
2,308
shares
|
$116,000
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,966
shares
|
$98,811
0.0% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,853
shares
|
$93,131
0.01% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,747
shares
|
$87,804
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
686
shares
|
$34,478
0.02% of portfolio
|
Q1 2023
Reduced 91.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
502
shares
|
$25,230
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
299
shares
|
$15,027
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
271
shares
|
$13,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
163
shares
|
$8,192
0.0% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
151
shares
|
$7,589
0.0% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
143
shares
|
$7,187
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
133
shares
|
$6,684
0.0% of portfolio
|
Q2 2025
Reduced 82.9%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
106
shares
|
$5,327
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
52
shares
|
$2,613
0.0% of portfolio
|
Q1 2025
Added 26.83%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
29
shares
|
$1,457
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
20
shares
|
$1,005
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
13
shares
|
$653
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
8
shares
|
$402
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
3
shares
|
$150
0.0% of portfolio
|
Q4 2024
New holding
|