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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.14K+ 39.41% |
$107K - $108K
|
7.58K
$380K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
29New |
$1.45K - $1.46K
|
29
$1.45K
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
4KNew |
$200K - $201K
|
4K
$200K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.78% |
$49.9 - $50.3
|
130
$6.51K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 14.29% |
$49.9 - $50.3
|
8
$401
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
8.41KNew |
$420K - $423K
|
8.41K
$421K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 12.27% |
$998 - $1.01K
|
183
$9.16K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.08K+ 3.17% |
$154K - $155K
|
100K
$5.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
2.51K+ 10.33% |
$125K - $126K
|
26.8K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
778New |
$38.8K - $39.1K
|
778
$39K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30.4KNew |
$1.52M - $1.53M
|
30.4K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-429- 6.64% |
$21.4K - $21.6K
|
6.03K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-239- 1.09% |
$11.9K - $12K
|
21.7K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.67K- 5.99% |
$233K - $235K
|
73.2K
$3.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
136+ 0.81% |
$6.79K - $6.84K
|
17K
$851K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$91.4K - $92.1K
|
1.83K
$91.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-2.29K- 4.88% |
$115K - $115K
|
44.7K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
18.5K+ 62.85% |
$925K - $932K
|
48K
$2.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
16+ 0.19% |
$799 - $805
|
8.43K
$422K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
10.6K+ 7.72% |
$529K - $533K
|
148K
$7.41M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
14New |
$699 - $703
|
14
$701
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.38K+ 8.59% |
$468K - $471K
|
119K
$5.93M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
164KNew |
$8.2M - $8.25M
|
164K
$8.23M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3New |
$150 - $151
|
3
$150
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44.6K- 90.48% |
$2.22M - $2.24M
|
4.69K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.82KNew |
$241K - $242K
|
4.82K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
132+ 22.15% |
$6.59K - $6.63K
|
728
$36.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.24K- 38.52% |
$162K - $163K
|
5.17K
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.4KNew |
$520K - $523K
|
10.4K
$521K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.11KNew |
$205K - $206K
|
4.11K
$206K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-300- 75.57% |
$15K - $15.1K
|
97
$4.86K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.24KNew |
$112K - $112K
|
2.24K
$112K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-768- 7.43% |
$38.3K - $38.6K
|
9.57K
$479K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
56+ 0.3% |
$2.8K - $2.81K
|
18.6K
$933K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.6KNew |
$578K - $581K
|
11.6K
$579K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
271New |
$13.5K - $13.6K
|
271
$13.6K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-804- 79.45% |
$40.1K - $40.6K
|
208
$10.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
12.6KNew |
$630K - $637K
|
12.6K
$633K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
24.7KNew |
$1.23M - $1.25M
|
24.7K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-641- 12.21% |
$32K - $32.3K
|
4.61K
$231K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-115K- 91.79% |
$5.73M - $5.8M
|
10.3K
$515K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
32New |
$1.6K - $1.61K
|
32
$1.6K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
2.27KNew |
$113K - $115K
|
2.27K
$114K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
217New |
$10.8K - $10.9K
|
217
$10.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-103K- 93.93% |
$5.12M - $5.17M
|
6.66K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
158New |
$7.86K - $7.93K
|
158
$7.91K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2K+ 45.45% |
$99.4K - $100K
|
6.4K
$320K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
600New |
$29.8K - $30.1K
|
600
$30K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.27K+ 60.52% |
$262K - $264K
|
14K
$700K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.35K- 67.95% |
$465K - $469K
|
4.41K
$221K
|
|