Latest Institutional Transactions on Fidelity Merrimack Str Tr Tota (FBND)
This table provides information on the latest institutional transactions involving Fidelity Merrimack Str Tr Tota (FBND) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
17.5K+ 2.61% |
$780K - $802K
|
685K
$31.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
16.2K+ 5.68% |
$725K - $745K
|
302K
$13.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.02K- 2.43% |
$224K - $231K
|
202K
$9.22M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
2.04K+ 1.99% |
$90.9K - $93.5K
|
104K
$4.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
56.5K+ 2.99% |
$2.53M - $2.6M
|
1.95M
$89.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.53K+ 1.28% |
$157K - $162K
|
278K
$12.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.01K+ 8.35% |
$179K - $184K
|
52K
$2.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
74+ 0.39% |
$3.31K - $3.4K
|
19.1K
$875K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
216New |
$9.65K - $9.93K
|
216
$9.88K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.24K+ 2.22% |
$55.4K - $56.9K
|
56.9K
$2.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.09K+ 84.62% |
$93.2K - $95.8K
|
4.55K
$208K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.41K- 9.66% |
$62.9K - $64.7K
|
13.2K
$603K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-690- 87.23% |
$30.8K - $31.7K
|
101
$4.62K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 243.83% |
$578K - $594K
|
18.2K
$834K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
22.9K+ 171.95% |
$1.02M - $1.05M
|
36.3K
$1.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
908+ 5.58% |
$40.6K - $41.7K
|
17.2K
$786K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
859+ 9.36% |
$38.4K - $39.5K
|
10K
$459K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-12.3K- 5.99% |
$550K - $566K
|
193K
$8.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
71.4KNew |
$3.19M - $3.28M
|
71.4K
$3.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.14K+ 0.04% |
$50.8K - $52.2K
|
3.1M
$142M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-52K- 48.11% |
$2.33M - $2.39M
|
56.1K
$2.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
385KNew |
$17.2M - $17.7M
|
385K
$17.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
4.02K+ 15.25% |
$179K - $185K
|
30.3K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-696- 34.58% |
$31.1K - $32K
|
1.32K
$60.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
144+ 1.6% |
$6.43K - $6.62K
|
9.15K
$418K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
145+ 1.2% |
$6.48K - $6.66K
|
12.2K
$558K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
35.8K+ 18.01% |
$1.6M - $1.65M
|
235K
$10.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 5.89% |
$56.5K - $58.1K
|
22.7K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.79K- 5.36% |
$258K - $266K
|
102K
$4.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
50.7K+ 4.45% |
$2.27M - $2.33M
|
1.19M
$54.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
566+ 0.44% |
$25.3K - $26K
|
131K
$5.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-57- 0.44% |
$2.55K - $2.62K
|
12.8K
$585K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
19KNew |
$850K - $874K
|
19K
$870K
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-17.4K- 3.23% |
$777K - $799K
|
521K
$23.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
14.9K+ 24.28% |
$665K - $684K
|
76.2K
$3.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
834New |
$37.3K - $38.3K
|
834
$38.1K
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-354K- 89.32% |
$15.8M - $16.3M
|
42.3K
$1.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15.1K+ 92.52% |
$675K - $694K
|
31.4K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-436- 6.2% |
$19.5K - $20K
|
6.6K
$302K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
19.8K+ 6.2% |
$887K - $912K
|
340K
$15.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5.47K- 13.11% |
$245K - $252K
|
36.3K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-886- 5.34% |
$39.6K - $40.7K
|
15.7K
$719K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.15KNew |
$230K - $237K
|
5.15K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
13.5K+ 4.43% |
$602K - $619K
|
318K
$14.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.97K+ 6.07% |
$312K - $321K
|
122K
$5.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
600New |
$26.8K - $27.6K
|
600
$27.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-15.1K- 43.66% |
$676K - $696K
|
19.5K
$893K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-610- 4.39% |
$27.3K - $28K
|
13.3K
$607K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-2.07K- 0.76% |
$92.4K - $95K
|
271K
$12.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-23.3K- 44.93% |
$1.04M - $1.07M
|
28.5K
$1.31M
|