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 67 institutions that hold shares in the stock, with a total of 2.48 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,480
shares
|
$124,223
0.0% of portfolio
|
Q1 2025
Reduced 60.45%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
2,375
shares
|
$118,963
0.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,037
shares
|
$102,033
0.0% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
1,522
shares
|
$76,236
0.07% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,402
shares
|
$70,226
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,111
shares
|
$55,649
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
487
shares
|
$24,393
0.0% of portfolio
|
Q4 2022
Reduced 69.99%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
485
shares
|
$24,293
0.0% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
217
shares
|
$10,869
0.0% of portfolio
|
Q2 2024
Reduced 45.06%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
188
shares
|
$9,416
0.0% of portfolio
|
Q4 2023
Reduced 92.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
160
shares
|
$8,014
0.0% of portfolio
|
Q2 2024
Reduced 65.22%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
85
shares
|
$4,257
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
55
shares
|
$2,754
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
13
shares
|
$651
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3
shares
|
$150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|