Latest Institutional Purchases of Fidelity Merrimack Str Tr Low (FLDR)
This list provides information on the latest institutional transactions involving Fidelity Merrimack Str Tr Low (FLDR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
147+ 2.97% |
$7.34K - $7.39K
|
5.1K
$256K
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
136+ 0.81% |
$6.79K - $6.84K
|
17K
$851K
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
76+ 1.22% |
$3.79K - $3.82K
|
6.28K
$315K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
29New |
$1.45K - $1.46K
|
29
$1.45K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 12.27% |
$998 - $1.01K
|
183
$9.16K
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
16+ 0.19% |
$799 - $805
|
8.43K
$422K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
11+ 26.83% |
$549 - $553
|
52
$2.6K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.43% |
$99.8 - $101
|
142
$7.11K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 14.29% |
$49.9 - $50.3
|
8
$401
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.78% |
$49.9 - $50.3
|
130
$6.51K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
164KNew |
$8.2M - $8.25M
|
164K
$8.23M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.6KNew |
$578K - $581K
|
11.6K
$579K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.4KNew |
$520K - $523K
|
10.4K
$521K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.38K+ 8.59% |
$468K - $471K
|
119K
$5.93M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.82KNew |
$241K - $242K
|
4.82K
$241K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.11KNew |
$205K - $206K
|
4.11K
$206K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.24KNew |
$112K - $112K
|
2.24K
$112K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
271New |
$13.5K - $13.6K
|
271
$13.6K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
132+ 22.15% |
$6.59K - $6.63K
|
728
$36.5K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
56+ 0.3% |
$2.8K - $2.81K
|
18.6K
$933K
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
14New |
$699 - $703
|
14
$701
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3New |
$150 - $151
|
3
$150
|
|
Q3 2024 | |||||||
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
24.7KNew |
$1.23M - $1.25M
|
24.7K
$1.24M
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
12.6KNew |
$630K - $637K
|
12.6K
$633K
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
2.27KNew |
$113K - $115K
|
2.27K
$114K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
32New |
$1.6K - $1.61K
|
32
$1.6K
|
|
Q2 2024 | |||||||
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.52KNew |
$275K - $277K
|
5.52K
$277K
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.27K+ 60.52% |
$262K - $264K
|
14K
$700K
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.04KNew |
$201K - $203K
|
4.04K
$202K
|
|
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 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
217New |
$10.8K - $10.9K
|
217
$10.9K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
158New |
$7.86K - $7.93K
|
158
$7.91K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
117New |
$5.82K - $5.87K
|
117
$5.86K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13New |
$646 - $652
|
13
$651
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.4KNew |
$1.02M - $1.02M
|
20.4K
$1.02M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.16KNew |
$457K - $459K
|
9.16K
$459K
|
|
Apr 25, 2024
Q1 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
4.05K+ 1.71% |
$202K - $203K
|
241K
$12M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
29.6KNew |
$1.46M - $1.48M
|
29.6K
$1.48M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.2KNew |
$998K - $1.01M
|
20.2K
$1.01M
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.56KNew |
$274K - $278K
|
5.56K
$278K
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.14K+ 46.05% |
$106K - $107K
|
6.78K
$339K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
101+ 1.41% |
$4.99K - $5.06K
|
7.26K
$363K
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
25New |
$1.23K - $1.25K
|
25
$1.25K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
13KNew |
$643K - $649K
|
13K
$650K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
10.3KNew |
$508K - $513K
|
10.3K
$514K
|
|
Nov 13, 2023
Q3 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
8.08KNew |
$400K - $404K
|
8.08K
$404K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
562New |
$27.8K - $28.1K
|
562
$28.1K
|
|
Q2 2023 | |||||||
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
7.4KNew |
$367K - $370K
|
7.4K
$370K
|