Purchases and Sales Made in Q2 2023 in Fidelity Merrimack Str Tr Low (FLDR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Low (FLDR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
54.2K+ 1170.65% |
$2.69M - $2.71M
|
58.9K
$2.95M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.4K+ 433.0% |
$2.3M - $2.32M
|
57.1K
$2.86M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.7K+ 38.18% |
$1.92M - $1.93M
|
140K
$7.02M
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
33.6K+ 65.86% |
$1.67M - $1.68M
|
84.6K
$4.24M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.2K+ 10.79% |
$855K - $860K
|
177K
$8.86M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.4K+ 18.98% |
$716K - $721K
|
90.4K
$4.53M
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
14.3KNew |
$712K - $717K
|
14.3K
$719K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.8K+ 13.31% |
$536K - $540K
|
91.9K
$4.61M
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
7.4KNew |
$367K - $370K
|
7.4K
$371K
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.15K+ 4.87% |
$306K - $308K
|
133K
$6.65M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.19K+ 13.62% |
$258K - $259K
|
43.3K
$2.17M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.48KNew |
$223K - $224K
|
4.48K
$225K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.16KNew |
$157K - $158K
|
3.16K
$158K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.28K+ 63.75% |
$63.3K - $63.7K
|
3.28K
$164K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.27K+ 20.53% |
$63.2K - $63.6K
|
7.47K
$374K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1K+ 14.39% |
$49.7K - $50K
|
7.95K
$398K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
994+ 2.08% |
$49.4K - $49.7K
|
48.7K
$2.44M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
387+ 10.16% |
$19.2K - $19.3K
|
4.2K
$210K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
181+ 2.39% |
$8.99K - $9.05K
|
7.77K
$389K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
91+ 1.28% |
$4.52K - $4.55K
|
7.18K
$360K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
56New |
$2.78K - $2.8K
|
56
$2.81K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
41+ 53.25% |
$2.04K - $2.05K
|
118
$5.92K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
30+ 5.15% |
$1.49K - $1.5K
|
613
$30.7K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 1.39% |
$745 - $750
|
1.1K
$54.9K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 0.71% |
$447 - $450
|
1.28K
$64.4K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9+ 0.1% |
$447 - $450
|
8.6K
$431K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-95- 4.61% |
$4.72K - $4.75K
|
1.97K
$98.6K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-241- 0.56% |
$12K - $12K
|
42.5K
$2.13M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-315- 7.04% |
$15.6K - $15.7K
|
4.16K
$209K
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-700- 13.38% |
$34.8K - $35K
|
4.53K
$227K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.04K- 16.94% |
$51.8K - $52.1K
|
5.11K
$256K
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.05K- 38.94% |
$52.3K - $52.6K
|
1.65K
$82.8K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.96K- 23.03% |
$147K - $148K
|
9.89K
$496K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.24K- 36.42% |
$161K - $162K
|
5.66K
$284K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.78K- 21.02% |
$188K - $189K
|
14.2K
$711K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.7K- 60.08% |
$629K - $633K
|
8.42K
$422K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.8K- 9.65% |
$736K - $740K
|
139K
$6.96M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-39.8K- 7.07% |
$1.98M - $1.99M
|
523K
$26.2M
|