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 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
178K+ 15.54% |
$7.97M - $8.19M
|
1.33M
$60.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
631+ 7.04% |
$28.2K - $29K
|
9.59K
$438K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-148- 1.23% |
$6.61K - $6.8K
|
11.9K
$543K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
61.4KNew |
$2.74M - $2.82M
|
61.4K
$2.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
25.3K+ 29.67% |
$1.13M - $1.16M
|
111K
$5.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
6.9K+ 8.59% |
$308K - $317K
|
87.2K
$3.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-712- 8.98% |
$31.8K - $32.7K
|
7.22K
$330K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-637- 1.83% |
$28.5K - $29.3K
|
34.3K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.4K+ 5.25% |
$510K - $525K
|
229K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
339KNew |
$15.2M - $15.6M
|
339K
$15.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
7.02K+ 151.75% |
$314K - $323K
|
11.6K
$532K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
7+ 0.07% |
$313 - $322
|
10.7K
$490K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
171K+ 12.86% |
$7.62M - $7.84M
|
1.5M
$68.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
607+ 0.18% |
$27.1K - $27.9K
|
339K
$15.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
43.9K+ 416.63% |
$1.96M - $2.02M
|
54.4K
$2.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
27K+ 3.79% |
$1.21M - $1.24M
|
739K
$33.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
22.3K+ 5.17% |
$996K - $1.02M
|
454K
$20.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-5.1K- 30.06% |
$228K - $235K
|
11.9K
$542K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
39.6K+ 10.75% |
$1.77M - $1.82M
|
407K
$18.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
259K+ 115.71% |
$11.6M - $11.9M
|
483K
$22M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.41K+ 40.86% |
$107K - $111K
|
8.29K
$379K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
28.8K+ 484.51% |
$1.29M - $1.32M
|
34.7K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-322- 1.32% |
$14.4K - $14.8K
|
24.1K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-216K- 20.32% |
$9.65M - $9.93M
|
847K
$38.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6.79K+ 11.41% |
$303K - $312K
|
66.3K
$3.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
58.2KNew |
$2.6M - $2.67M
|
58.2K
$2.66M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
2.04K+ 1.99% |
$90.9K - $93.5K
|
104K
$4.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.02K- 2.43% |
$224K - $231K
|
202K
$9.21M
|
|
|
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
|
Vicus Capital
State College, PA |
BUY
|
- |
17.5K+ 2.61% |
$780K - $802K
|
685K
$31.3M
|
|
|
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
$602K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
216New |
$9.65K - $9.93K
|
216
$9.86K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
74+ 0.39% |
$3.31K - $3.4K
|
19.1K
$874K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.01K+ 8.35% |
$179K - $184K
|
52K
$2.37M
|
|
|
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
|
Sound Income Strategies, LLC
|
SELL
|
- |
-690- 87.23% |
$30.8K - $31.7K
|
101
$4.61K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 243.83% |
$578K - $594K
|
18.2K
$833K
|
|
|
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
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
56.5K+ 2.99% |
$2.53M - $2.6M
|
1.95M
$89M
|
|
|
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
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
908+ 5.58% |
$40.6K - $41.7K
|
17.2K
$785K
|
|
|
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
$8.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
71.4KNew |
$3.19M - $3.28M
|
71.4K
$3.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.14K+ 0.04% |
$50.8K - $52.2K
|
3.1M
$141M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-52K- 48.11% |
$2.33M - $2.39M
|
56.1K
$2.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-696- 34.58% |
$31.1K - $32K
|
1.32K
$60.1K
|
|
|
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
|