Purchases and Sales Made in Q1 2024 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q1 2024. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR TOTA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
18.1K+ 23.68% |
$811K - $832K
|
94.4K
$4.25M
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
18KNew |
$808K - $829K
|
18K
$811K
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
18K+ 192.19% |
$806K - $827K
|
27.3K
$1.23M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17.7KNew |
$796K - $817K
|
17.7K
$799K
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
17.5K+ 11.78% |
$786K - $807K
|
166K
$7.48M
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
17.5K+ 8.41% |
$785K - $805K
|
226K
$10.1M
|
|
Apr 17, 2024
Q1 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
17.3K+ 2.38% |
$777K - $797K
|
745K
$33.5M
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
17.3K+ 4.08% |
$775K - $795K
|
441K
$19.8M
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
16.8K+ 67.6% |
$754K - $774K
|
41.7K
$1.88M
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
16.7K+ 4.21% |
$749K - $769K
|
414K
$18.6M
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
16.5KNew |
$742K - $761K
|
16.5K
$744K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.9K+ 10.4% |
$712K - $731K
|
169K
$7.59M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
15.8K+ 67.09% |
$707K - $726K
|
39.3K
$1.77M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.6KNew |
$700K - $718K
|
15.6K
$702K
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
15.5KNew |
$694K - $712K
|
15.5K
$696K
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
15.4KNew |
$690K - $708K
|
15.4K
$692K
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
15.3KNew |
$685K - $702K
|
15.3K
$687K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
14.8K+ 21.67% |
$664K - $681K
|
83.1K
$3.74M
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
14.7K+ 15.67% |
$658K - $675K
|
108K
$4.87M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.5K+ 5.96% |
$649K - $666K
|
257K
$11.6M
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
13.7K+ 7.85% |
$616K - $632K
|
189K
$8.5M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.7KNew |
$616K - $632K
|
13.7K
$618K
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
13.3K+ 107.69% |
$595K - $610K
|
25.6K
$1.15M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.1K+ 113.17% |
$588K - $604K
|
24.7K
$1.11M
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
12.9K+ 140.61% |
$576K - $591K
|
22K
$990K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
12.6K+ 17.47% |
$566K - $581K
|
84.8K
$3.82M
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
12.1K+ 3.72% |
$540K - $555K
|
336K
$15.1M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12KNew |
$537K - $551K
|
12K
$539K
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
11.7K+ 9.8% |
$526K - $539K
|
131K
$5.91M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.6KNew |
$521K - $534K
|
11.6K
$523K
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11K+ 193.85% |
$492K - $504K
|
16.6K
$748K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
10.9K+ 1.85% |
$490K - $503K
|
601K
$27M
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
10.8K+ 23.78% |
$484K - $497K
|
56.2K
$2.53M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
10.7K+ 13.8% |
$481K - $494K
|
88.5K
$3.98M
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
10.1K+ 45.15% |
$452K - $464K
|
32.4K
$1.46M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.74K+ 2.44% |
$437K - $448K
|
409K
$18.4M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.71K+ 30.52% |
$436K - $447K
|
41.5K
$1.87M
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.33KNew |
$418K - $429K
|
9.33K
$420K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9.15K+ 10.17% |
$410K - $421K
|
99.1K
$4.46M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.99KNew |
$403K - $414K
|
8.99K
$404K
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
8.98K+ 6.96% |
$403K - $413K
|
138K
$6.21M
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
8.98KNew |
$403K - $413K
|
8.98K
$404K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.94K+ 16.84% |
$401K - $411K
|
62K
$2.79M
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
8.88K+ 18.59% |
$398K - $409K
|
56.7K
$2.55M
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
8.79K+ 18.61% |
$394K - $404K
|
56K
$2.52M
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.64K+ 6.26% |
$388K - $398K
|
147K
$6.6M
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
8.6K+ 109.43% |
$386K - $396K
|
16.5K
$741K
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
8.59K+ 7.77% |
$385K - $395K
|
119K
$5.36M
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.54KNew |
$383K - $393K
|
8.54K
$384K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.97KNew |
$358K - $367K
|
7.97K
$359K
|