Purchases and Sales Made in Q2 2025 in Fidelity Merrimack Str Tr LTD (FLTB)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr LTD (FLTB) during Q2 2025. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR LTD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.7K+ 1069.41% |
$2.66M - $2.71M
|
58.7K
$2.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
44K+ 60.76% |
$2.18M - $2.22M
|
116K
$5.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.7K+ 13.15% |
$1.32M - $1.35M
|
230K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.3KNew |
$509K - $519K
|
10.3K
$518K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.31K+ 2.84% |
$461K - $471K
|
337K
$17M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.2KNew |
$258K - $263K
|
5.2K
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
4.38K+ 7.86% |
$217K - $221K
|
60.1K
$3.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.98KNew |
$197K - $201K
|
3.98K
$201K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.82K+ 19.36% |
$140K - $143K
|
17.4K
$878K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.42K+ 9.72% |
$120K - $122K
|
27.3K
$1.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.42K+ 17.36% |
$120K - $122K
|
16.3K
$824K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.37K+ 11.23% |
$117K - $120K
|
23.4K
$1.18M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
1.57K+ 17.37% |
$77.8K - $79.3K
|
10.6K
$535K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
764New |
$37.8K - $38.6K
|
764
$38.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
542+ 1.53% |
$26.9K - $27.4K
|
35.9K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
419+ 3.0% |
$20.8K - $21.2K
|
14.4K
$725K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
353New |
$17.5K - $17.8K
|
353
$17.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
100+ 0.61% |
$4.95K - $5.05K
|
16.6K
$837K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
38+ 0.22% |
$1.88K - $1.92K
|
17.3K
$870K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
22+ 1.45% |
$1.09K - $1.11K
|
1.54K
$77.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
10New |
$495 - $505
|
10
$504
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8+ 0.06% |
$396 - $404
|
14.3K
$722K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.02% |
$99.1 - $101
|
10.7K
$539K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 66.67% |
$99.1 - $101
|
1
$50.4
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-110- 0.96% |
$5.45K - $5.56K
|
11.4K
$574K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-250- 17.83% |
$12.4K - $12.6K
|
1.15K
$58.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.06K- 44.67% |
$52.6K - $53.6K
|
1.31K
$66.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.57K- 15.13% |
$77.5K - $79.1K
|
8.78K
$443K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.13K- 7.11% |
$106K - $108K
|
27.8K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.8K- 8.7% |
$188K - $192K
|
39.9K
$2.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.39K- 6.86% |
$217K - $222K
|
59.5K
$3M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-5.83K- 14.44% |
$289K - $294K
|
34.5K
$1.74M
|