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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
100New |
$4.91K - $4.97K
|
100
$5.01K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
200New |
$9.82K - $9.94K
|
200
$10K
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1KClosed |
$49.3K - $49.8K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10KNew |
$493K - $498K
|
10K
$501K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-1.3K- 5.08% |
$64.1K - $64.8K
|
24.3K
$1.22M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.58KClosed |
$227K - $230K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-500- 6.58% |
$24.8K - $25.1K
|
7.1K
$356K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.06KClosed |
$201K - $204K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
499New |
$24.7K - $25K
|
499
$25K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-4Closed |
$198 - $201
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-103KClosed |
$5.1M - $5.17M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
236KNew |
$11.7M - $11.8M
|
236K
$11.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-650- 53.94% |
$32.2K - $32.6K
|
555
$27.8K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-18.6KClosed |
$929K - $940K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.32KNew |
$116K - $118K
|
2.32K
$116K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-179Closed |
$8.96K - $9.07K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-25.3KClosed |
$1.28M - $1.29M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.94KClosed |
$98.5K - $98.9K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-79Closed |
$4K - $4.02K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-21.2KClosed |
$1.08M - $1.08M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-9.09KClosed |
$462K - $463K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-7.03KClosed |
$357K - $358K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-190Closed |
$9.64K - $9.66K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-546Closed |
$27.7K - $27.8K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.28KClosed |
$217K - $218K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.31K- 98.5% |
$66.5K - $66.7K
|
20
$1K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.75KNew |
$292K - $294K
|
5.75K
$288K
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-13.4KClosed |
$678K - $682K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.8KClosed |
$243K - $245K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-4KClosed |
$203K - $204K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-7.85KClosed |
$398K - $401K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-53.2KClosed |
$2.61M - $2.71M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-70.2KClosed |
$3.44M - $3.57M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
SELL
|
- |
-590Closed |
$28.9K - $30K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 06, 2020
Q1 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.25KClosed |
$414K - $473K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-500Closed |
$22.4K - $25.5K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-6.87KClosed |
$308K - $351K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 21, 2019
Q3 2019
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-20Closed |
$1.01K - $1.02K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-10KClosed |
$506K - $509K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-16.6KClosed |
$833K - $834K
|
0
$0
|
|