Purchases and Sales Made in Q2 2025 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
385KNew |
$17.2M - $17.7M
|
385K
$17.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
339KNew |
$15.2M - $15.6M
|
339K
$15.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
260K+ 14.29% |
$11.6M - $11.9M
|
2.08M
$95.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
259K+ 115.71% |
$11.6M - $11.9M
|
483K
$22.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
233K+ 71.66% |
$10.4M - $10.7M
|
559K
$25.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
191KNew |
$8.51M - $8.76M
|
191K
$8.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
178K+ 15.54% |
$7.97M - $8.19M
|
1.33M
$60.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
171K+ 12.86% |
$7.62M - $7.84M
|
1.5M
$68.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
77.9K+ 22.05% |
$3.48M - $3.58M
|
431K
$19.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72.5KNew |
$3.24M - $3.33M
|
72.5K
$3.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
71.4KNew |
$3.19M - $3.28M
|
71.4K
$3.27M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
65.6KNew |
$2.93M - $3.01M
|
65.6K
$3M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
61.4KNew |
$2.74M - $2.82M
|
61.4K
$2.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
58.4K+ 9.74% |
$2.61M - $2.68M
|
658K
$30.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
58.2KNew |
$2.6M - $2.67M
|
58.2K
$2.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
56.5K+ 2.99% |
$2.53M - $2.6M
|
1.95M
$89.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
52.3K+ 14.87% |
$2.34M - $2.4M
|
404K
$18.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
50.7K+ 4.45% |
$2.27M - $2.33M
|
1.19M
$54.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
43.9K+ 416.63% |
$1.96M - $2.02M
|
54.4K
$2.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
41.1K+ 6.71% |
$1.84M - $1.89M
|
654K
$29.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
39.6K+ 10.75% |
$1.77M - $1.82M
|
407K
$18.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
39.3K+ 5.35% |
$1.76M - $1.81M
|
773K
$35.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
38.5K+ 15.73% |
$1.72M - $1.77M
|
283K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
35.8K+ 18.01% |
$1.6M - $1.65M
|
235K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
35.2K+ 6.97% |
$1.57M - $1.62M
|
541K
$24.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
34.3K+ 11.77% |
$1.53M - $1.58M
|
326K
$14.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
33.4K+ 3.59% |
$1.49M - $1.54M
|
965K
$44.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
30.4K+ 334.7% |
$1.36M - $1.4M
|
39.5K
$1.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
29.9K+ 3.5% |
$1.33M - $1.37M
|
884K
$40.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
29.7K+ 7.37% |
$1.33M - $1.36M
|
432K
$19.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
28.8K+ 484.51% |
$1.29M - $1.32M
|
34.7K
$1.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
28.6K+ 46.49% |
$1.28M - $1.31M
|
90K
$4.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
27.2K+ 2.89% |
$1.22M - $1.25M
|
969K
$44.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
27K+ 3.79% |
$1.21M - $1.24M
|
739K
$33.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
25.3K+ 29.67% |
$1.13M - $1.16M
|
111K
$5.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
25.1K+ 7.54% |
$1.12M - $1.15M
|
358K
$16.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.4K+ 5.56% |
$1.05M - $1.08M
|
445K
$20.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
22.9K+ 171.95% |
$1.02M - $1.05M
|
36.3K
$1.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
22.3K+ 5.17% |
$996K - $1.02M
|
454K
$20.8M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
19.8K+ 6.2% |
$887K - $912K
|
340K
$15.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
19.1K+ 11.16% |
$855K - $879K
|
191K
$8.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
19KNew |
$850K - $874K
|
19K
$870K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
18.2K+ 11.05% |
$812K - $835K
|
183K
$8.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
17.5K+ 2.61% |
$780K - $802K
|
685K
$31.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
17.4K+ 77.07% |
$779K - $801K
|
40K
$1.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
17.4KNew |
$778K - $800K
|
17.4K
$796K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
17.1KNew |
$762K - $784K
|
17.1K
$780K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 8.21% |
$752K - $774K
|
222K
$10.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
16.7K+ 120.67% |
$747K - $769K
|
30.6K
$1.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
16.2K+ 5.68% |
$725K - $745K
|
302K
$13.8M
|