Purchases and Sales Made in Q1 2025 in Fidelity Merrimack Str Tr Low (FLDR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Low (FLDR) during Q1 2025. 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 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
138K+ 41.46% |
$6.88M - $6.93M
|
470K
$23.5M
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
128KNew |
$6.39M - $6.44M
|
128K
$6.4M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94.1K+ 31.03% |
$4.7M - $4.73M
|
397K
$19.9M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
91.7K+ 226.17% |
$4.58M - $4.61M
|
132K
$6.61M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
82.3K+ 286.58% |
$4.11M - $4.14M
|
111K
$5.55M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.9K+ 170.46% |
$2.79M - $2.81M
|
88.6K
$4.43M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.1K+ 3.21% |
$1.8M - $1.81M
|
1.16M
$57.9M
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
34.4KNew |
$1.72M - $1.73M
|
34.4K
$1.72M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
32.6K+ 25.78% |
$1.63M - $1.64M
|
159K
$7.95M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30.4KNew |
$1.52M - $1.53M
|
30.4K
$1.52M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.8K+ 64.3% |
$1.49M - $1.5M
|
76.1K
$3.8M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
26.7K+ 9.03% |
$1.33M - $1.34M
|
323K
$16.1M
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
18.5K+ 62.85% |
$925K - $932K
|
48K
$2.4M
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
18.1K+ 22.35% |
$905K - $912K
|
99.3K
$4.96M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.8K+ 19.51% |
$889K - $896K
|
109K
$5.45M
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
16.5KNew |
$822K - $828K
|
16.5K
$823K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12K+ 115.89% |
$599K - $603K
|
22.4K
$1.12M
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
10.6K+ 7.72% |
$529K - $533K
|
148K
$7.39M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.91K+ 6.09% |
$495K - $499K
|
173K
$8.63M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.88K+ 18.92% |
$443K - $446K
|
55.8K
$2.79M
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
8.41KNew |
$420K - $423K
|
8.41K
$420K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.09K+ 11.71% |
$404K - $407K
|
77.2K
$3.86M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.57K+ 27.02% |
$378K - $381K
|
35.6K
$1.78M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.4K+ 2.78% |
$320K - $322K
|
237K
$11.8M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.33K+ 18.21% |
$316K - $319K
|
41.1K
$2.05M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.04K+ 14.95% |
$252K - $254K
|
38.8K
$1.94M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.56KNew |
$228K - $229K
|
4.56K
$228K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.53KNew |
$226K - $228K
|
4.53K
$226K
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
4.48KNew |
$224K - $225K
|
4.48K
$224K
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
4KNew |
$200K - $201K
|
4K
$200K
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
3.67K+ 20.45% |
$183K - $185K
|
21.6K
$1.08M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.62K+ 2.04% |
$181K - $182K
|
181K
$9.03M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.4K+ 6.97% |
$170K - $171K
|
52.2K
$2.61M
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.08K+ 3.17% |
$154K - $155K
|
100K
$5M
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
2.51K+ 10.33% |
$125K - $126K
|
26.8K
$1.34M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.4K+ 49.16% |
$120K - $121K
|
7.29K
$364K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.14K+ 39.41% |
$107K - $108K
|
7.58K
$379K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$91.4K - $92.1K
|
1.83K
$91.5K
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.58K+ 28.45% |
$79K - $79.6K
|
7.15K
$357K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.15K+ 81.03% |
$57.6K - $58K
|
2.58K
$129K
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.14K+ 12.02% |
$57.1K - $57.5K
|
10.7K
$532K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
778New |
$38.8K - $39.1K
|
778
$38.9K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
689+ 13.15% |
$34.4K - $34.7K
|
5.93K
$296K
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
417+ 3.68% |
$20.8K - $21K
|
11.7K
$587K
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
338+ 0.22% |
$16.9K - $17K
|
151K
$7.54M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
329+ 5.15% |
$16.4K - $16.5K
|
6.72K
$336K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
316+ 19.36% |
$15.8K - $15.9K
|
1.95K
$97.4K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 2.25% |
$9.98K - $10.1K
|
9.1K
$455K
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
147+ 2.97% |
$7.34K - $7.39K
|
5.1K
$255K
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
136+ 0.81% |
$6.79K - $6.84K
|
17K
$850K
|