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 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3.22K- 11.57% |
$144K - $148K
|
24.6K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.53K- 15.63% |
$157K - $162K
|
19K
$869K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.02K- 2.43% |
$224K - $231K
|
202K
$9.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-5.1K- 30.06% |
$228K - $235K
|
11.9K
$542K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5.47K- 13.11% |
$245K - $252K
|
36.3K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.79K- 5.36% |
$258K - $266K
|
102K
$4.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-7.09K- 6.64% |
$317K - $326K
|
99.8K
$4.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.44K- 8.03% |
$333K - $342K
|
85.3K
$3.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-9.41K- 10.49% |
$420K - $432K
|
80.3K
$3.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-10.9K- 8.98% |
$487K - $501K
|
110K
$5.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-12.3K- 5.99% |
$550K - $566K
|
193K
$8.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-12.7K- 0.86% |
$569K - $585K
|
1.46M
$66.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-15.1K- 43.66% |
$676K - $696K
|
19.5K
$892K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15.8K- 0.41% |
$707K - $728K
|
3.84M
$175M
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-17.4K- 3.23% |
$777K - $799K
|
521K
$23.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-23.3K- 44.93% |
$1.04M - $1.07M
|
28.5K
$1.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-44.6K- 15.67% |
$1.99M - $2.05M
|
240K
$11M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-52K- 48.11% |
$2.33M - $2.39M
|
56.1K
$2.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-69.3K- 8.15% |
$3.1M - $3.19M
|
781K
$35.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-76.7K- 7.5% |
$3.43M - $3.52M
|
946K
$43.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-216K- 20.32% |
$9.65M - $9.93M
|
847K
$38.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-327K- 88.74% |
$14.6M - $15M
|
41.5K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-354K- 89.32% |
$15.8M - $16.3M
|
42.3K
$1.93M
|