Institutional Ownership Fidelity Merrimack Str Tr LTD (FLTB)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr LTD (FLTB). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 1.56 Million shares, which have been reported (via 13F filing form) to have a value of $78.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
250,585
shares
|
$12.5 Million
0.02% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
216,356
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
181,483
shares
|
$9.03 Million
0.0% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
86,221
shares
|
$4.29 Million
0.0% of portfolio
|
Q3 2024
Added 9.56%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
78,378
shares
|
$3.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
75,042
shares
|
$3.74 Million
0.27% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
73,802
shares
|
$3.67 Million
0.01% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
56,492
shares
|
$2.81 Million
0.12% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
44,185
shares
|
$2.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
39,494
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
Added 417.95%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
34,817
shares
|
$1.73 Million
0.46% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
32,626
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
31,782
shares
|
$1.58 Million
0.4% of portfolio
|
Q2 2024
Added 10.27%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,317
shares
|
$1.51 Million
0.08% of portfolio
|
Q3 2024
Added 77.27%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
26,080
shares
|
$1.3 Million
0.17% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
22,366
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2024
Reduced 6.89%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
20,056
shares
|
$998,387
0.09% of portfolio
|
Q3 2022
Reduced 8.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
19,903
shares
|
$990,771
0.0% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
15,483
shares
|
$770,743
0.0% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
14,874
shares
|
$740,427
0.09% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
14,500
shares
|
$721,810
0.03% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
13,278
shares
|
$660,978
0.0% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
12,256
shares
|
$610,103
0.06% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
12,103
shares
|
$602,487
0.0% of portfolio
|
Q3 2024
Added 27.47%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
11,692
shares
|
$582,027
0.04% of portfolio
|
Q4 2024
Added 4.94%
|