Purchases and Sales Made in Q3 2025 in Fidelity Merrimack Str Tr Low (FLDR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Low (FLDR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
11.9K+ 23.75% |
$595K - $599K
|
62K
$3.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
5.74K+ 26.31% |
$287K - $289K
|
27.6K
$1.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.47KNew |
$224K - $225K
|
4.47K
$225K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.19KNew |
$210K - $211K
|
4.19K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.31K+ 13.71% |
$166K - $167K
|
27.5K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.05K+ 2.6% |
$153K - $154K
|
120K
$6.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.7KNew |
$135K - $136K
|
2.7K
$136K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.86K+ 19.71% |
$93K - $93.6K
|
11.3K
$569K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
1.75K+ 14.64% |
$87.6K - $88.1K
|
13.7K
$690K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.49K+ 35.53% |
$74.6K - $75.1K
|
5.69K
$286K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
825New |
$41.3K - $41.5K
|
825
$41.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
76+ 1.2% |
$3.8K - $3.83K
|
6.43K
$324K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
42+ 31.58% |
$2.1K - $2.12K
|
175
$8.81K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
24+ 1.04% |
$1.2K - $1.21K
|
2.33K
$117K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.6K- 91.59% |
$80.1K - $80.6K
|
147
$7.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-15.4K- 52.0% |
$773K - $778K
|
14.3K
$718K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-131K- 22.99% |
$6.55M - $6.59M
|
438K
$22.1M
|