Purchases and Sales Made in Q1 2024 in Fidelity Merrimack Str Tr Low (FLDR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Low (FLDR) during Q1 2024. 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 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
506K+ 278.47% |
$25.2M - $25.4M
|
688K
$34.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
145K+ 51.72% |
$7.25M - $7.28M
|
426K
$21.3M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
110KNew |
$5.47M - $5.5M
|
110K
$5.49M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
30.1KNew |
$1.5M - $1.51M
|
30.1K
$1.5M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
29.8K+ 93.93% |
$1.48M - $1.49M
|
61.4K
$3.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.4K+ 17.18% |
$1.31M - $1.32M
|
180K
$8.99M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23.3KNew |
$1.16M - $1.17M
|
23.3K
$1.17M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.3K+ 223.53% |
$1.11M - $1.12M
|
32.2K
$1.61M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22K+ 22.66% |
$1.1M - $1.1M
|
119K
$5.96M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.4KNew |
$1.02M - $1.02M
|
20.4K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.9K+ 99.6% |
$892K - $897K
|
35.9K
$1.79M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
13.8KNew |
$686K - $689K
|
13.8K
$688K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
12.7K+ 11.17% |
$634K - $637K
|
127K
$6.33M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.3K+ 95.21% |
$612K - $615K
|
25.2K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.16KNew |
$457K - $459K
|
9.16K
$458K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.04K+ 27.37% |
$451K - $453K
|
42.1K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
8.5KNew |
$424K - $426K
|
8.5K
$425K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.75K+ 7.81% |
$337K - $338K
|
93.2K
$4.66M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.5K+ 16.05% |
$324K - $326K
|
47K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.63KNew |
$231K - $232K
|
4.63K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.38K+ 21.93% |
$218K - $219K
|
24.3K
$1.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
4.05K+ 1.71% |
$202K - $203K
|
241K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.9K+ 4.99% |
$195K - $196K
|
82.2K
$4.11M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.9K+ 4.99% |
$195K - $196K
|
82.2K
$4.11M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.73K+ 2.92% |
$136K - $137K
|
96.1K
$4.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.31K+ 2.71% |
$115K - $116K
|
87.5K
$4.37M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.03K+ 197.56% |
$101K - $101K
|
3.05K
$153K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 6.34% |
$62.5K - $62.8K
|
21K
$1.05M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.25KNew |
$62.3K - $62.6K
|
1.25K
$62.5K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
744+ 8.25% |
$37.1K - $37.3K
|
9.76K
$488K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
402+ 0.97% |
$20K - $20.1K
|
41.9K
$2.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
260+ 1.84% |
$13K - $13K
|
14.4K
$720K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
94+ 16.58% |
$4.69K - $4.71K
|
661
$33.1K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 1.42% |
$798 - $802
|
1.14K
$57.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11+ 1.17% |
$548 - $551
|
951
$47.6K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.52% |
$99.7 - $100
|
134
$6.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.82% |
$49.9 - $50.1
|
123
$6.15K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1- 0.02% |
$49.9 - $50.1
|
4.24K
$212K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-25- 0.49% |
$1.25K - $1.25K
|
5.09K
$254K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-41- 0.46% |
$2.04K - $2.05K
|
8.81K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-175- 14.06% |
$8.72K - $8.77K
|
1.07K
$53.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-341- 5.71% |
$17K - $17.1K
|
5.63K
$281K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-457- 8.59% |
$22.8K - $22.9K
|
4.87K
$243K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.06K- 5.59% |
$52.6K - $52.9K
|
17.8K
$890K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.1K- 11.22% |
$54.8K - $55.1K
|
8.71K
$435K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.78K- 15.14% |
$88.6K - $89.1K
|
9.97K
$498K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.57K- 13.23% |
$178K - $179K
|
23.4K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.9K- 21.78% |
$1.74M - $1.75M
|
125K
$6.27M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-58K- 51.53% |
$2.89M - $2.9M
|
54.5K
$2.73M
|