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 64 institutions that hold shares in the stock, with a total of 2.14 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
1,522
shares
|
$76,023
0.07% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,109
shares
|
$55,394
0.01% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
507
shares
|
$25,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
487
shares
|
$24,325
0.0% of portfolio
|
Q4 2022
Reduced 69.99%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
479
shares
|
$23,926
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
458
shares
|
$22,877
0.0% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
217
shares
|
$10,839
0.0% of portfolio
|
Q2 2024
Reduced 45.06%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
188
shares
|
$9,390
0.0% of portfolio
|
Q4 2023
Reduced 92.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
160
shares
|
$7,992
0.0% of portfolio
|
Q2 2024
Reduced 65.22%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
125
shares
|
$6,243
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
84
shares
|
$4,195
0.0% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
36
shares
|
$1,798
0.0% of portfolio
|
Q4 2024
Reduced 95.21%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
13
shares
|
$649
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3
shares
|
$149
0.0% of portfolio
|
Q4 2024
New holding
|