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 72 institutions that hold shares in the stock, with a total of 2.91 Million shares, which have been reported (via 13F filing form) to have a value of $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
20,056
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2022
Reduced 8.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
18,949
shares
|
$955,787
0.0% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
17,400
shares
|
$877,656
0.07% of portfolio
|
Q2 2025
Added 19.36%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
17,250
shares
|
$870,090
0.4% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
16,596
shares
|
$837,102
0.11% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
16,343
shares
|
$824,340
0.01% of portfolio
|
Q2 2025
Added 17.36%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
14,777
shares
|
$745,351
0.08% of portfolio
|
Q2 2025
Added 18.69%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
14,374
shares
|
$725,024
0.05% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
14,306
shares
|
$721,594
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
12,256
shares
|
$618,192
0.05% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
11,374
shares
|
$573,704
0.07% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,779
shares
|
$543,692
0.0% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
10,689
shares
|
$539,153
0.08% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
10,606
shares
|
$534,966
0.4% of portfolio
|
Q2 2025
Added 17.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
10,271
shares
|
$518,069
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
9,905
shares
|
$499,608
0.0% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
9,640
shares
|
$486,241
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
8,782
shares
|
$442,964
0.01% of portfolio
|
Q2 2025
Reduced 15.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
8,638
shares
|
$435,700
0.0% of portfolio
|
Q2 2025
Reduced 21.5%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
8,014
shares
|
$404,226
0.01% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
7,493
shares
|
$377,946
0.07% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,272
shares
|
$265,919
0.0% of portfolio
|
Q2 2025
Added 112.58%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,203
shares
|
$262,439
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
4,894
shares
|
$246,853
0.0% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,416
shares
|
$222,743
0.0% of portfolio
|
Q2 2024
Reduced 0.09%
|