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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.9K+ 10.7% |
$592K - $597K
|
123K
$6.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4.01K+ 200.7% |
$200K - $202K
|
6.01K
$303K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
139K+ 297.38% |
$6.91M - $6.97M
|
185K
$9.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
207+ 1.94% |
$10.3K - $10.4K
|
10.9K
$547K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
98+ 1.56% |
$4.88K - $4.92K
|
6.38K
$321K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.24K- 2.25% |
$361K - $364K
|
315K
$15.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
99.2K+ 21.11% |
$4.94M - $4.98M
|
569K
$28.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.95K+ 11.06% |
$246K - $248K
|
49.6K
$2.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-645- 82.9% |
$32.1K - $32.4K
|
133
$6.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
468+ 6.42% |
$23.3K - $23.5K
|
7.75K
$391K
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-7.43K- 36.83% |
$370K - $373K
|
12.7K
$641K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-33.7K- 22.35% |
$1.68M - $1.69M
|
117K
$5.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
15.8K+ 15.89% |
$786K - $793K
|
115K
$5.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.9K+ 87.28% |
$1.79M - $1.8M
|
77K
$3.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.37K- 1.87% |
$68.1K - $68.7K
|
71.9K
$3.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
20New |
$996 - $1.01K
|
20
$1.01K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.6K+ 218.65% |
$826K - $833K
|
24.2K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
33.8K+ 155.51% |
$1.68M - $1.7M
|
55.5K
$2.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
166KNew |
$8.27M - $8.34M
|
166K
$8.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
829+ 3.1% |
$41.3K - $41.7K
|
27.6K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.13K+ 46.65% |
$106K - $107K
|
6.69K
$337K
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
6.94K+ 115.06% |
$346K - $349K
|
13K
$653K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.04K- 51.78% |
$451K - $454K
|
8.42K
$424K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-152- 0.15% |
$7.57K - $7.64K
|
100K
$5.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.1K- 33.19% |
$503K - $508K
|
20.3K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-898- 5.28% |
$44.7K - $45.1K
|
16.1K
$811K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
21+ 16.15% |
$1.05K - $1.06K
|
151
$7.61K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 1.2% |
$1.1K - $1.11K
|
1.85K
$93.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 0.92% |
$897 - $905
|
1.97K
$99K
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
13KNew |
$646K - $652K
|
13K
$653K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-2.31K- 19.7% |
$115K - $116K
|
9.43K
$475K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-29.6K- 18.59% |
$1.47M - $1.49M
|
130K
$6.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
11KNew |
$548K - $553K
|
11K
$554K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
8.03KNew |
$400K - $403K
|
8.03K
$404K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.83K- 59.07% |
$340K - $343K
|
4.74K
$239K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.07K- 4.69% |
$153K - $154K
|
62.5K
$3.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.75KNew |
$87K - $87.8K
|
1.75K
$88K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-76- 0.46% |
$3.79K - $3.82K
|
16.4K
$825K
|
|
| Q1 2025 | |||||||
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
4.48KNew |
$224K - $225K
|
4.48K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.58K+ 28.45% |
$79K - $79.6K
|
7.15K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
147+ 2.97% |
$7.34K - $7.39K
|
5.1K
$257K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.15K+ 81.03% |
$57.6K - $58K
|
2.58K
$130K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
29New |
$1.45K - $1.46K
|
29
$1.46K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 14.29% |
$49.9 - $50.3
|
8
$403
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
8.41KNew |
$420K - $423K
|
8.41K
$423K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
10.6K+ 7.72% |
$529K - $533K
|
148K
$7.45M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
14New |
$699 - $703
|
14
$705
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.4KNew |
$520K - $523K
|
10.4K
$524K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.11KNew |
$205K - $206K
|
4.11K
$207K
|
|