Purchases and Sales Made in Q1 2023 in Fidelity Merrimack Str Tr Low (FLDR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Low (FLDR) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR LOW .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.6K+ 46.13% |
$1.27M - $1.28M
|
81.1K
$4.06M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.9K+ 121.54% |
$1.03M - $1.04M
|
38.1K
$1.91M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.1K+ 13.61% |
$945K - $955K
|
159K
$7.97M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.9KNew |
$440K - $445K
|
8.9K
$445K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.33K+ 7.8% |
$363K - $366K
|
101K
$5.07M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5KNew |
$247K - $250K
|
5K
$250K
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4.92K+ 10.69% |
$244K - $246K
|
51K
$2.55M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.6KNew |
$227K - $230K
|
4.6K
$230K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.73K+ 32.31% |
$85.6K - $86.5K
|
7.09K
$354K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.58KNew |
$78.1K - $78.9K
|
1.58K
$78.9K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.33K+ 14.23% |
$66K - $66.7K
|
10.7K
$535K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.04K+ 37.67% |
$51.5K - $52.1K
|
3.81K
$190K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
583New |
$28.8K - $29.1K
|
583
$29.2K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
352+ 5.34% |
$17.4K - $17.6K
|
6.95K
$347K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
101+ 0.24% |
$5K - $5.05K
|
42.8K
$2.14M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50+ 1.13% |
$2.47K - $2.5K
|
4.48K
$224K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37+ 0.61% |
$1.83K - $1.85K
|
6.06K
$303K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 1.22% |
$643 - $650
|
1.08K
$54K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9+ 0.1% |
$445 - $450
|
8.59K
$429K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 1.32% |
$49.5 - $50
|
77
$3.85K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-70- 1.13% |
$3.46K - $3.5K
|
6.12K
$306K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-181- 2.33% |
$8.95K - $9.04K
|
7.59K
$379K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-204- 3.19% |
$10.1K - $10.2K
|
6.2K
$310K
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-250- 4.56% |
$12.4K - $12.5K
|
5.23K
$262K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-337- 1.57% |
$16.7K - $16.8K
|
21.1K
$1.05M
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-509- 15.84% |
$25.2K - $25.4K
|
2.7K
$135K
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-537- 9.54% |
$26.6K - $26.8K
|
5.09K
$255K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-631- 9.3% |
$31.2K - $31.5K
|
6.15K
$308K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-975- 5.15% |
$48.2K - $48.7K
|
18K
$898K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.07K- 98.53% |
$53K - $53.5K
|
16
$800
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.28K- 38.93% |
$63.1K - $63.7K
|
2K
$100K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.02K- 19.01% |
$149K - $151K
|
12.9K
$643K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.66K- 44.1% |
$181K - $183K
|
4.63K
$232K
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-7.2K- 91.3% |
$356K - $360K
|
686
$34.3K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.04K- 14.42% |
$397K - $402K
|
47.7K
$2.38M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13K- 7.83% |
$645K - $652K
|
154K
$7.68M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-26K- 25.48% |
$1.29M - $1.3M
|
76K
$3.8M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-55.2K- 8.93% |
$2.73M - $2.76M
|
563K
$28.2M
|