Latest Institutional Transactions on Fidelity Merrimack Str Tr Low (FLDR)
This table provides information on the latest institutional transactions involving Fidelity Merrimack Str Tr Low (FLDR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
24+ 1.04% |
$1.2K - $1.21K
|
2.33K
$117K
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
11.9K+ 23.75% |
$595K - $599K
|
62K
$3.12M
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.47KNew |
$224K - $225K
|
4.47K
$225K
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.49K+ 35.53% |
$74.6K - $75.1K
|
5.69K
$286K
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.19KNew |
$210K - $211K
|
4.19K
$211K
|
|
Oct 14, 2025
Q3 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-15.4K- 52.0% |
$773K - $778K
|
14.3K
$718K
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
5.74K+ 26.31% |
$287K - $289K
|
27.6K
$1.39M
|
|
Q2 2025 | |||||||
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-29- 55.77% |
$1.44K - $1.46K
|
23
$1.16K
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
68+ 2266.67% |
$3.39K - $3.42K
|
71
$3.58K
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60.1K+ 56.77% |
$3M - $3.02M
|
166K
$8.37M
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
299New |
$14.9K - $15K
|
299
$15.1K
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-76- 1.47% |
$3.79K - $3.82K
|
5.09K
$257K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.3K+ 41.64% |
$3.75M - $3.78M
|
256K
$12.9M
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
232+ 2.75% |
$11.6K - $11.7K
|
8.66K
$436K
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.51K+ 82.02% |
$275K - $277K
|
12.2K
$616K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.64K- 4.42% |
$381K - $384K
|
165K
$8.32M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67.8K+ 89.06% |
$3.38M - $3.41M
|
144K
$7.25M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-233K- 20.15% |
$11.6M - $11.7M
|
925K
$46.6M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.8KNew |
$1.04M - $1.05M
|
20.8K
$1.05M
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.5K+ 20.11% |
$774K - $780K
|
92.8K
$4.67M
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
106New |
$5.28K - $5.33K
|
106
$5.34K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.7K+ 7.46% |
$880K - $888K
|
255K
$12.8M
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-20- 10.93% |
$996 - $1.01K
|
163
$8.21K
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14K+ 26.82% |
$697K - $704K
|
66.2K
$3.33M
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.3KNew |
$264K - $266K
|
5.3K
$267K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.8K+ 33.1% |
$2.18M - $2.2M
|
176K
$8.86M
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
12KNew |
$595K - $601K
|
12K
$602K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
556K+ 2486.64% |
$27.7M - $27.9M
|
578K
$29.1M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
155K+ 400.13% |
$7.73M - $7.8M
|
194K
$9.77M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.7K+ 122.24% |
$1.33M - $1.34M
|
48.6K
$2.45M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.36K+ 7.18% |
$317K - $320K
|
95K
$4.78M
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.1KNew |
$854K - $861K
|
17.1K
$863K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
502New |
$25K - $25.2K
|
502
$25.3K
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
28K+ 81.32% |
$1.39M - $1.41M
|
62.4K
$3.14M
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-121K- 94.29% |
$6.02M - $6.07M
|
7.31K
$368K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.09K+ 286.4% |
$104K - $105K
|
2.81K
$142K
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
49.5K+ 1093.75% |
$2.47M - $2.49M
|
54.1K
$2.72M
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
40KNew |
$1.99M - $2.01M
|
40K
$2.01M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.12K+ 184.04% |
$205K - $207K
|
6.35K
$320K
|
|
Aug 12, 2025
Q2 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
700+ 17.5% |
$34.9K - $35.2K
|
4.7K
$237K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62+ 1.05% |
$3.09K - $3.12K
|
5.99K
$302K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.7K+ 9.98% |
$1.98M - $1.99M
|
437K
$22M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.7% |
$49.8 - $50.3
|
143
$7.2K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.23K- 24.51% |
$111K - $112K
|
6.87K
$346K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.9K+ 26.75% |
$743K - $750K
|
70.7K
$3.56M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.34K+ 45.39% |
$216K - $218K
|
13.9K
$701K
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
4.8KNew |
$239K - $241K
|
4.8K
$242K
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
19.7KNew |
$980K - $989K
|
19.7K
$991K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.3K+ 54.2% |
$961K - $969K
|
54.9K
$2.76M
|