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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56.4K+ 25.44% |
$2.55M - $2.63M
|
278K
$13M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
53.8K+ 7.95% |
$2.44M - $2.51M
|
730K
$34M
|
|
|
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
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
43.3K+ 10.32% |
$1.96M - $2.02M
|
463K
$21.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.3K+ 4.47% |
$1.91M - $1.97M
|
988K
$46M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
41K+ 51.63% |
$1.86M - $1.91M
|
120K
$5.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
41K+ 35.16% |
$1.85M - $1.91M
|
158K
$7.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
40.6K+ 4.19% |
$1.84M - $1.89M
|
1.01M
$47M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
39.2K+ 9.69% |
$1.77M - $1.83M
|
443K
$20.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
38.8K+ 15.01% |
$1.76M - $1.81M
|
298K
$13.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
38.6K+ 5.89% |
$1.75M - $1.8M
|
693K
$32.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
38.4K+ 4.34% |
$1.74M - $1.79M
|
922K
$43M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
37.6K+ 6.52% |
$1.7M - $1.75M
|
614K
$28.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
35.1K+ 8.15% |
$1.59M - $1.64M
|
466K
$21.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
31.9K+ 167.84% |
$1.44M - $1.49M
|
50.9K
$2.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
31.4K+ 4.58% |
$1.42M - $1.46M
|
717K
$33.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
30.7K+ 6.76% |
$1.39M - $1.43M
|
485K
$22.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
28.8K+ 5.64% |
$1.3M - $1.34M
|
539K
$25.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
27.6K+ 5.42% |
$1.25M - $1.29M
|
537K
$25M
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
27.3K+ 8.05% |
$1.24M - $1.27M
|
367K
$17.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
27.1K+ 17.84% |
$1.23M - $1.26M
|
179K
$8.33M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
26.3K+ 3.69% |
$1.19M - $1.23M
|
739K
$34.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
25.6K+ 8.99% |
$1.16M - $1.19M
|
310K
$14.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
25.3KNew |
$1.14M - $1.18M
|
25.3K
$1.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
24.4K+ 3.54% |
$1.1M - $1.14M
|
714K
$33.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
24K+ 13.14% |
$1.09M - $1.12M
|
207K
$9.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
23.4K+ 9.75% |
$1.06M - $1.09M
|
263K
$12.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
23.3K+ 68.33% |
$1.05M - $1.08M
|
57.3K
$2.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.6K+ 5.09% |
$1.02M - $1.06M
|
467K
$21.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
22K+ 3.15% |
$995K - $1.02M
|
719K
$33.5M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
22K+ 6.65% |
$994K - $1.02M
|
352K
$16.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
21.5K+ 6.76% |
$971K - $1M
|
339K
$15.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
21.1K+ 2.19% |
$955K - $983K
|
986K
$45.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
20.9K+ 51.27% |
$947K - $976K
|
61.7K
$2.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.7K+ 36.95% |
$939K - $967K
|
76.9K
$3.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
19.2K+ 17.32% |
$868K - $894K
|
130K
$6.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
19.1K+ 1.8% |
$865K - $892K
|
1.08M
$50.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
18.8K+ 24.62% |
$849K - $874K
|
94.9K
$4.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
18.3K+ 7.01% |
$829K - $854K
|
280K
$13M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.2K+ 36.96% |
$826K - $851K
|
67.6K
$3.15M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.2K+ 16.29% |
$825K - $850K
|
130K
$6.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.2K+ 8.6% |
$825K - $850K
|
230K
$10.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
17.7K+ 26.3% |
$803K - $827K
|
85.2K
$3.97M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
17.1K+ 7.27% |
$773K - $797K
|
252K
$11.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
17.1K+ 1.98% |
$773K - $796K
|
880K
$41M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
17.1K+ 4.25% |
$772K - $796K
|
418K
$19.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
16.5K+ 16.93% |
$746K - $768K
|
114K
$5.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.8K+ 9.09% |
$716K - $738K
|
190K
$8.84M
|