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 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.77K- 1.13% |
$261K - $269K
|
506K
$23.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-6.09K- 3.35% |
$275K - $284K
|
175K
$8.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-7.04K- 7.06% |
$319K - $328K
|
92.7K
$4.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-10.4K- 5.39% |
$472K - $486K
|
183K
$8.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.5K- 19.29% |
$475K - $490K
|
43.9K
$2.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-12.5K- 27.79% |
$565K - $583K
|
32.5K
$1.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-12.8K- 10.02% |
$579K - $596K
|
115K
$5.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-13.5K- 69.05% |
$610K - $629K
|
6.05K
$280K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-35K- 84.5% |
$1.59M - $1.63M
|
6.43K
$298K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-57.6K- 51.59% |
$2.61M - $2.68M
|
54K
$2.5M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-67.6K- 23.03% |
$3.06M - $3.15M
|
226K
$10.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-128K- 26.47% |
$5.78M - $5.95M
|
355K
$16.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-219K- 50.72% |
$9.92M - $10.2M
|
213K
$9.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-259K- 93.25% |
$11.7M - $12.1M
|
18.8K
$871K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-296K- 92.32% |
$13.4M - $13.8M
|
24.7K
$1.14M
|