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 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
859+ 9.36% |
$38.4K - $39.5K
|
10K
$459K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
834New |
$37.3K - $38.3K
|
834
$38.1K
|
|
|
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
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
607+ 0.18% |
$27.1K - $27.9K
|
339K
$15.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
600New |
$26.8K - $27.6K
|
600
$27.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
583+ 92.83% |
$26K - $26.8K
|
1.21K
$55.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
566+ 0.44% |
$25.3K - $26K
|
131K
$5.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
530+ 2.4% |
$23.7K - $24.4K
|
22.6K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
466New |
$20.8K - $21.4K
|
466
$21.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
382+ 0.78% |
$17.1K - $17.6K
|
49.1K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
216New |
$9.65K - $9.93K
|
216
$9.86K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
178+ 1.44% |
$7.95K - $8.18K
|
12.5K
$572K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
174+ 0.31% |
$7.77K - $8K
|
56.8K
$2.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
145+ 1.2% |
$6.48K - $6.66K
|
12.2K
$557K
|
|
|
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 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
74+ 0.04% |
$3.31K - $3.4K
|
172K
$7.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
74+ 0.39% |
$3.31K - $3.4K
|
19.1K
$874K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
71+ 0.11% |
$3.17K - $3.26K
|
63K
$2.88M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
18+ 0.1% |
$804 - $827
|
17.3K
$788K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
13+ 0.24% |
$581 - $597
|
5.46K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
7+ 0.07% |
$313 - $322
|
10.7K
$490K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 2.27% |
$44.7 - $46
|
45
$2.06K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-15- 51.72% |
$670 - $689
|
14
$639
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-24- 0.24% |
$1.07K - $1.1K
|
9.96K
$455K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-57- 0.44% |
$2.55K - $2.62K
|
12.8K
$584K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-148- 1.23% |
$6.61K - $6.8K
|
11.9K
$543K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-183- 0.84% |
$8.18K - $8.41K
|
21.6K
$986K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-322- 1.32% |
$14.4K - $14.8K
|
24.1K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-352- 1.89% |
$15.7K - $16.2K
|
18.3K
$833K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-436- 6.2% |
$19.5K - $20K
|
6.6K
$301K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-463- 9.35% |
$20.7K - $21.3K
|
4.49K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-610- 4.39% |
$27.3K - $28K
|
13.3K
$606K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-632- 9.62% |
$28.2K - $29K
|
5.94K
$271K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-637- 1.83% |
$28.5K - $29.3K
|
34.3K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-690- 87.23% |
$30.8K - $31.7K
|
101
$4.61K
|
|
|
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 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-712- 8.98% |
$31.8K - $32.7K
|
7.22K
$330K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-850- 3.49% |
$38K - $39.1K
|
23.5K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-886- 5.34% |
$39.6K - $40.7K
|
15.7K
$718K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-905- 0.13% |
$40.4K - $41.6K
|
688K
$31.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-951- 0.54% |
$42.5K - $43.7K
|
174K
$7.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-995- 7.52% |
$44.5K - $45.7K
|
12.2K
$559K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-1.32K- 43.91% |
$59.1K - $60.8K
|
1.69K
$77.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.34K- 2.94% |
$59.7K - $61.4K
|
44.2K
$2.02M
|
|
|
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 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2K- 11.36% |
$89.1K - $91.7K
|
15.6K
$711K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-2.07K- 0.76% |
$92.4K - $95K
|
271K
$12.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.14K- 92.56% |
$95.6K - $98.4K
|
172
$7.86K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-2.5K- 0.72% |
$112K - $115K
|
345K
$15.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.89K- 0.47% |
$129K - $133K
|
612K
$27.9M
|