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 |
|---|---|---|---|---|---|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
11,280
shares
|
$561,518
0.09% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
11,024
shares
|
$548,774
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
10,122
shares
|
$503,873
0.0% of portfolio
|
Q4 2024
Added 54.04%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
10,093
shares
|
$502,429
0.41% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,079
shares
|
$501,732
0.0% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
9,172
shares
|
$456,582
0.33% of portfolio
|
Q2 2024
Reduced 62.17%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
8,920
shares
|
$444,037
0.02% of portfolio
|
Q3 2024
Added 96.48%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
8,014
shares
|
$398,936
0.01% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7,599
shares
|
$378,278
0.02% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
7,090
shares
|
$352,940
0.04% of portfolio
|
Q3 2024
Added 13.68%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6,622
shares
|
$329,643
0.0% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,144
shares
|
$305,848
0.0% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$248,900
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,590
shares
|
$228,490
0.01% of portfolio
|
Q1 2024
Reduced 5.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,416
shares
|
$219,828
0.0% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
4,328
shares
|
$215,447
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,302
shares
|
$214,153
0.0% of portfolio
|
Q3 2024
Reduced 74.84%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,098
shares
|
$203,998
0.01% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,980
shares
|
$198,124
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
3,900
shares
|
$194,142
0.0% of portfolio
|
Q4 2023
Reduced 59.38%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
2,372
shares
|
$118,078
0.04% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,037
shares
|
$101,401
0.0% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
1,505
shares
|
$74,918
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,140
shares
|
$56,749
0.01% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
487
shares
|
$24,242
0.0% of portfolio
|
Q4 2022
Reduced 69.99%
|