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 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.52K+ 15.14% |
$68.8K - $70.9K
|
11.6K
$538K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.51K+ 11.49% |
$68.3K - $70.4K
|
14.6K
$682K
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.5KNew |
$67.9K - $69.9K
|
1.5K
$69.9K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.5K+ 2.51% |
$67.8K - $69.8K
|
61.2K
$2.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.46K+ 14.02% |
$66.1K - $68.1K
|
11.9K
$553K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.38K+ 0.42% |
$62.3K - $64.2K
|
328K
$15.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.31K+ 1.46% |
$59.3K - $61.1K
|
91.4K
$4.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.16KNew |
$52.4K - $54K
|
1.16K
$53.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.11K+ 1.95% |
$50.2K - $51.7K
|
58K
$2.7M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.09K+ 21.11% |
$49.2K - $50.7K
|
6.24K
$291K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.08KNew |
$49.1K - $50.5K
|
1.08K
$50.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.08K+ 4.5% |
$49K - $50.5K
|
25.1K
$1.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.05K+ 85.75% |
$47.7K - $49.1K
|
2.28K
$106K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.04K+ 20.12% |
$47.2K - $48.6K
|
6.23K
$290K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.04K+ 1.48% |
$46.9K - $48.3K
|
70.9K
$3.3M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.02KNew |
$46.2K - $47.6K
|
1.02K
$47.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
977+ 0.98% |
$44.2K - $45.6K
|
100K
$4.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
973+ 1.12% |
$44K - $45.4K
|
88.2K
$4.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
897+ 32.7% |
$40.6K - $41.8K
|
3.64K
$170K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
886+ 6.85% |
$40.1K - $41.3K
|
13.8K
$644K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
777+ 1.12% |
$35.2K - $36.2K
|
70.4K
$3.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
728+ 6.25% |
$32.9K - $33.9K
|
12.4K
$576K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
651+ 378.49% |
$29.5K - $30.4K
|
823
$38.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
641+ 0.36% |
$29K - $29.9K
|
176K
$8.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
589+ 2.35% |
$26.7K - $27.5K
|
25.6K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
480+ 0.33% |
$21.7K - $22.4K
|
147K
$6.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
478+ 0.34% |
$21.6K - $22.3K
|
143K
$6.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
441+ 6.92% |
$20K - $20.6K
|
6.81K
$317K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
311+ 1.79% |
$14.1K - $14.5K
|
17.7K
$825K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
292+ 1.41% |
$13.2K - $13.6K
|
21K
$978K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
288+ 8.94% |
$13K - $13.4K
|
3.51K
$163K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
281+ 1.63% |
$12.7K - $13.1K
|
17.5K
$817K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
277+ 1.28% |
$12.5K - $12.9K
|
22K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
271+ 483.93% |
$12.3K - $12.6K
|
327
$15.2K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
178+ 1.13% |
$8.06K - $8.3K
|
15.9K
$740K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
160+ 0.09% |
$7.24K - $7.46K
|
178K
$8.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
144+ 1.18% |
$6.52K - $6.71K
|
12.3K
$575K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
129+ 1.41% |
$5.84K - $6.02K
|
9.28K
$432K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
126New |
$5.7K - $5.88K
|
126
$5.87K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
124+ 1.17% |
$5.61K - $5.78K
|
10.7K
$499K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
120+ 0.49% |
$5.43K - $5.6K
|
24.8K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
92+ 34.59% |
$4.16K - $4.29K
|
358
$16.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
85+ 0.31% |
$3.85K - $3.96K
|
27.2K
$1.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
75+ 0.22% |
$3.39K - $3.5K
|
34.3K
$1.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
39+ 0.09% |
$1.77K - $1.82K
|
43.8K
$2.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
38New |
$1.72K - $1.77K
|
38
$1.77K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
17+ 0.31% |
$769 - $793
|
5.46K
$254K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
12+ 1.12% |
$543 - $560
|
1.09K
$50.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3New |
$136 - $140
|
3
$140
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.86% |
$90.5 - $93.3
|
235
$10.9K
|