Purchases and Sales Made in Q3 2025 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
816K+ 37.57% |
$37M - $38.1M
|
2.99M
$139M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
787K+ 13.4% |
$35.6M - $36.7M
|
6.66M
$310M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
763K+ 28.84% |
$34.5M - $35.6M
|
3.41M
$159M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
753K+ 20.8% |
$34.1M - $35.1M
|
4.37M
$204M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
606K+ 29.16% |
$27.4M - $28.3M
|
2.69M
$125M
|
|
|
Oct 28, 2025
Q3 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
576KNew |
$26.1M - $26.8M
|
576K
$26.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
521K+ 235.05% |
$23.6M - $24.3M
|
743K
$34.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
458K+ 21.23% |
$20.7M - $21.4M
|
2.62M
$122M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
378K+ 92.8% |
$17.1M - $17.6M
|
786K
$36.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
339KNew |
$15.4M - $15.8M
|
339K
$15.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
290KNew |
$13.1M - $13.5M
|
290K
$13.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
281K+ 918.63% |
$12.7M - $13.1M
|
312K
$14.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
267K+ 674.76% |
$12.1M - $12.4M
|
306K
$14.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
238K+ 1502.86% |
$10.8M - $11.1M
|
253K
$11.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
226KNew |
$10.2M - $10.6M
|
226K
$10.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
213K+ 6.47% |
$9.62M - $9.91M
|
3.5M
$163M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
203K+ 9.72% |
$9.18M - $9.46M
|
2.29M
$107M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
174K+ 11.63% |
$7.89M - $8.13M
|
1.67M
$77.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
173K+ 994.08% |
$7.83M - $8.07M
|
190K
$8.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
167K+ 4.62% |
$7.55M - $7.78M
|
3.78M
$176M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
163K+ 29.33% |
$7.38M - $7.61M
|
719K
$33.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
163KNew |
$7.36M - $7.58M
|
163K
$7.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
161K+ 4.18% |
$7.27M - $7.49M
|
4M
$186M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
152K+ 4.9% |
$6.88M - $7.08M
|
3.25M
$151M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
152K+ 165.06% |
$6.86M - $7.07M
|
243K
$11.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
136K+ 1.4% |
$6.17M - $6.35M
|
9.87M
$460M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
134K+ 5.45% |
$6.05M - $6.23M
|
2.59M
$120M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
125KNew |
$5.64M - $5.81M
|
125K
$5.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
115K+ 5.76% |
$5.21M - $5.37M
|
2.11M
$98.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
112K+ 27.1% |
$5.09M - $5.24M
|
527K
$24.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
106K+ 39.32% |
$4.82M - $4.96M
|
377K
$17.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
105K+ 15.95% |
$4.75M - $4.9M
|
763K
$35.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
103K+ 42.84% |
$4.66M - $4.8M
|
343K
$16M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
101K+ 6.94% |
$4.59M - $4.73M
|
1.56M
$72.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
92.3KNew |
$4.18M - $4.3M
|
92.3K
$4.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
91K+ 32.72% |
$4.12M - $4.24M
|
369K
$17.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
88.2K+ 291.42% |
$3.99M - $4.11M
|
118K
$5.52M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
86.1K+ 1.39% |
$3.9M - $4.01M
|
6.27M
$292M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
81.1K+ 496.28% |
$3.67M - $3.78M
|
97.5K
$4.54M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
79.4K+ 6.66% |
$3.59M - $3.7M
|
1.27M
$59.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
78.3K+ 308.43% |
$3.54M - $3.65M
|
104K
$4.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
68.4K+ 14.26% |
$3.09M - $3.19M
|
548K
$25.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
66.9K+ 8.65% |
$3.03M - $3.12M
|
840K
$39.1M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
60.5K+ 8.11% |
$2.74M - $2.82M
|
807K
$37.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
59.8K+ 9.83% |
$2.71M - $2.79M
|
668K
$31.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
57K+ 2.93% |
$2.58M - $2.66M
|
2.01M
$93.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56.4K+ 25.44% |
$2.55M - $2.63M
|
278K
$13M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
51.1K+ 17.47% |
$2.31M - $2.38M
|
344K
$16M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
49.4K+ 80.55% |
$2.24M - $2.3M
|
111K
$5.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
46.1K+ 8.54% |
$2.09M - $2.15M
|
587K
$27.3M
|