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 73 institutions that hold shares in the stock, with a total of 3.03 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
22,366
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2024
Reduced 6.89%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
20,098
shares
|
$1.02 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
20,056
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2022
Reduced 8.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
18,949
shares
|
$963,556
0.0% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
18,540
shares
|
$942,759
0.42% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
17,400
shares
|
$884,790
0.07% of portfolio
|
Q2 2025
Added 19.36%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
16,596
shares
|
$843,906
0.11% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
16,343
shares
|
$831,041
0.01% of portfolio
|
Q2 2025
Added 17.36%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
14,777
shares
|
$751,410
0.08% of portfolio
|
Q2 2025
Added 18.69%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
14,355
shares
|
$729,951
0.02% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
13,188
shares
|
$670,609
0.05% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
12,256
shares
|
$623,217
0.05% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
11,374
shares
|
$578,367
0.07% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,779
shares
|
$548,112
0.0% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
10,770
shares
|
$547,654
0.38% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
10,689
shares
|
$543,535
0.08% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
10,271
shares
|
$522,280
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
9,905
shares
|
$503,669
0.0% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
9,640
shares
|
$490,194
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
8,782
shares
|
$446,564
0.01% of portfolio
|
Q2 2025
Reduced 15.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
8,638
shares
|
$439,242
0.0% of portfolio
|
Q2 2025
Reduced 21.5%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
8,014
shares
|
$407,511
0.01% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
7,493
shares
|
$381,019
0.07% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,272
shares
|
$268,081
0.0% of portfolio
|
Q2 2025
Added 112.58%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,203
shares
|
$264,572
0.0% of portfolio
|
Q2 2025
New holding
|