Purchases and Sales Made in Q3 2025 in Fidel Merrimack Str Tr (FSEC)
This table provides information about the institutional ownership of Fidel Merrimack Str Tr (FSEC) during Q3 2025. The information is specifically focused on institutions that hold shares of FIDEL MERRIMACK STR TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.89KNew |
$382K - $396K
|
8.89K
$396K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.45KNew |
$364K - $377K
|
8.45K
$377K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.39KNew |
$318K - $329K
|
7.39K
$329K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
5.32KNew |
$229K - $237K
|
5.32K
$237K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
116New |
$4.99K - $5.17K
|
116
$5.17K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.32K- 14.09% |
$56.7K - $58.7K
|
8.04K
$358K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13K- 19.69% |
$558K - $578K
|
53K
$2.36M
|