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 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-63- 0.5% |
$2.85K - $2.94K
|
12.5K
$580K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-82- 81.19% |
$3.71K - $3.82K
|
19
$885
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-83- 0.38% |
$3.76K - $3.87K
|
21.5K
$1M
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-86- 0.67% |
$3.89K - $4.01K
|
12.7K
$591K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-104- 0.26% |
$4.71K - $4.85K
|
39.9K
$1.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-110- 1.31% |
$4.98K - $5.13K
|
8.28K
$386K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-276- 0.83% |
$12.5K - $12.9K
|
33.1K
$1.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-336- 2.53% |
$15.2K - $15.7K
|
12.9K
$603K
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-399- 2.79% |
$18.1K - $18.6K
|
13.9K
$648K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-448- 3.34% |
$20.3K - $20.9K
|
13K
$604K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-468- 0.85% |
$21.2K - $21.8K
|
54.5K
$2.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-573- 10.49% |
$25.9K - $26.7K
|
4.89K
$228K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-625- 3.55% |
$28.3K - $29.1K
|
17K
$790K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-675- 0.92% |
$30.6K - $31.5K
|
72.4K
$3.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-801- 4.01% |
$36.3K - $37.4K
|
19.2K
$892K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-937- 1.31% |
$42.4K - $43.7K
|
70.5K
$3.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 2.41% |
$46K - $47.4K
|
41.2K
$1.92M
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-1.1K- 9.97% |
$49.8K - $51.3K
|
9.93K
$462K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.4K- 38.62% |
$63.1K - $65K
|
2.22K
$103K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.41K- 2.17% |
$64K - $65.9K
|
63.9K
$2.98M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.47K- 9.45% |
$66.6K - $68.6K
|
14.1K
$656K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.48K- 4.26% |
$66.9K - $68.9K
|
33.2K
$1.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.58K- 12.91% |
$71.6K - $73.8K
|
10.7K
$497K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.73K- 7.6% |
$78.2K - $80.6K
|
21K
$978K
|
|
|
Oct 28, 2025
Q3 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-1.77K- 22.8% |
$80.1K - $82.5K
|
5.99K
$279K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.87K- 5.95% |
$84.7K - $87.2K
|
29.6K
$1.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.95K- 8.08% |
$88.1K - $90.7K
|
22.1K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-2K- 21.41% |
$90.5K - $93.3K
|
7.34K
$342K
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-2K- 12.29% |
$90.6K - $93.4K
|
14.3K
$665K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.33K- 17.66% |
$105K - $108K
|
10.8K
$505K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-2.57K- 21.68% |
$116K - $120K
|
9.3K
$433K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.68K- 10.77% |
$121K - $125K
|
22.2K
$1.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.7K- 9.01% |
$122K - $126K
|
27.3K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.71K- 4.1% |
$123K - $126K
|
63.3K
$2.95M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.81K- 6.65% |
$127K - $131K
|
39.5K
$1.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.98K- 1.3% |
$135K - $139K
|
226K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.21K- 11.61% |
$191K - $196K
|
32.1K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.74K- 4.04% |
$215K - $221K
|
113K
$5.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-4.76K- 3.74% |
$216K - $222K
|
122K
$5.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-4.81K- 8.25% |
$218K - $224K
|
53.5K
$2.49M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.01K- 8.83% |
$227K - $234K
|
51.7K
$2.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-5.26K- 22.36% |
$238K - $245K
|
18.3K
$851K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.41K- 28.43% |
$245K - $252K
|
13.6K
$634K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.77K- 1.13% |
$261K - $269K
|
506K
$23.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-6.09K- 3.35% |
$275K - $284K
|
175K
$8.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-7.04K- 7.06% |
$319K - $328K
|
92.7K
$4.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-10.4K- 5.39% |
$472K - $486K
|
183K
$8.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.5K- 19.29% |
$475K - $490K
|
43.9K
$2.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-12.5K- 27.79% |
$565K - $583K
|
32.5K
$1.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-12.8K- 10.02% |
$579K - $596K
|
115K
$5.35M
|