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 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
16.1K+ 8.21% |
$721K - $742K
|
213K
$9.72M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
15.8K+ 10.55% |
$705K - $725K
|
165K
$7.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Kearns & Associates LLC
|
BUY
|
- |
15.5KNew |
$693K - $713K
|
15.5K
$709K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
15.4K+ 13.88% |
$690K - $710K
|
127K
$5.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
15.3K+ 5.26% |
$685K - $704K
|
306K
$14M
|
|
|
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
|
Barry Investment Advisors, LLC
|
BUY
|
- |
14.9K+ 24.28% |
$665K - $684K
|
76.2K
$3.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
14.1K+ 17.83% |
$630K - $648K
|
93.1K
$4.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
13.5K+ 4.43% |
$602K - $619K
|
318K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 243.83% |
$578K - $594K
|
18.2K
$833K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
12.5K+ 2.1% |
$558K - $574K
|
608K
$27.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.4K+ 5.25% |
$510K - $525K
|
229K
$10.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
11K+ 2.2% |
$490K - $504K
|
510K
$23.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
10.8K+ 1.81% |
$483K - $497K
|
607K
$27.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
9.86K+ 6.59% |
$441K - $453K
|
160K
$7.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.84K+ 6.34% |
$440K - $452K
|
165K
$7.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
9.34KNew |
$417K - $429K
|
9.34K
$427K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
9.2K+ 7.19% |
$411K - $423K
|
137K
$6.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
8.15K+ 0.95% |
$364K - $375K
|
863K
$39.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.15K+ 6.1% |
$364K - $374K
|
142K
$6.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.01K+ 8.34% |
$358K - $368K
|
104K
$4.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
7.17K+ 7.23% |
$320K - $330K
|
106K
$4.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
7.02K+ 151.75% |
$314K - $323K
|
11.6K
$532K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.97K+ 6.07% |
$312K - $321K
|
122K
$5.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
6.9K+ 8.59% |
$308K - $317K
|
87.2K
$3.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6.79K+ 11.41% |
$303K - $312K
|
66.3K
$3.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
6.44K+ 4.59% |
$288K - $296K
|
147K
$6.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5.96K+ 11.38% |
$266K - $274K
|
58.3K
$2.66M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.15KNew |
$230K - $237K
|
5.15K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.1K+ 6.05% |
$228K - $234K
|
89.4K
$4.08M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
5.04K+ 0.68% |
$225K - $232K
|
746K
$34.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.48K+ 1.24% |
$200K - $206K
|
366K
$16.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
4.02K+ 15.25% |
$179K - $185K
|
30.3K
$1.39M
|
|
|
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 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.22K+ 3.64% |
$144K - $148K
|
91.5K
$4.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
2.96KNew |
$132K - $136K
|
2.96K
$135K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.92K+ 5.14% |
$130K - $134K
|
59.7K
$2.73M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.73K+ 3.08% |
$122K - $125K
|
91.4K
$4.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.64K+ 1.79% |
$118K - $121K
|
150K
$6.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.48K+ 9.05% |
$111K - $114K
|
29.9K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.41K+ 40.86% |
$107K - $111K
|
8.29K
$379K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.09K+ 84.62% |
$93.2K - $95.8K
|
4.55K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.08K+ 2.61% |
$93K - $95.7K
|
81.9K
$3.74M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
2.04K+ 1.99% |
$90.9K - $93.5K
|
104K
$4.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.9K+ 2.05% |
$84.8K - $87.2K
|
94.5K
$4.32M
|
|
|
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 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
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.14K+ 0.04% |
$50.8K - $52.2K
|
3.1M
$141M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
908+ 5.58% |
$40.6K - $41.7K
|
17.2K
$785K
|