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 |
---|---|---|---|---|---|---|---|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
468+ 6.42% |
$23.3K - $23.5K
|
7.75K
$390K
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
299New |
$14.9K - $15K
|
299
$15K
|
|
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 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
207+ 1.94% |
$10.3K - $10.4K
|
10.9K
$546K
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
106New |
$5.28K - $5.33K
|
106
$5.33K
|
|
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 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62+ 1.05% |
$3.09K - $3.12K
|
5.99K
$301K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 1.2% |
$1.1K - $1.11K
|
1.85K
$93.2K
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
21+ 16.15% |
$1.05K - $1.06K
|
151
$7.6K
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
20New |
$996 - $1.01K
|
20
$1.01K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 0.92% |
$897 - $905
|
1.97K
$98.9K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.7% |
$49.8 - $50.3
|
143
$7.19K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
10.6K+ 7.72% |
$529K - $533K
|
148K
$7.44M
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
8.41KNew |
$420K - $423K
|
8.41K
$423K
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
4.48KNew |
$224K - $225K
|
4.48K
$225K
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
3.67K+ 20.45% |
$183K - $185K
|
21.6K
$1.09M
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.58K+ 28.45% |
$79K - $79.6K
|
7.15K
$360K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.15K+ 81.03% |
$57.6K - $58K
|
2.58K
$130K
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
147+ 2.97% |
$7.34K - $7.39K
|
5.1K
$257K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
29New |
$1.45K - $1.46K
|
29
$1.46K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
11+ 26.83% |
$549 - $553
|
52
$2.62K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 14.29% |
$49.9 - $50.3
|
8
$402
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.4KNew |
$520K - $523K
|
10.4K
$523K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.11KNew |
$205K - $206K
|
4.11K
$207K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
271New |
$13.5K - $13.6K
|
271
$13.6K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
56+ 0.3% |
$2.8K - $2.81K
|
18.6K
$937K
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
14New |
$699 - $703
|
14
$704
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3New |
$150 - $151
|
3
$151
|
|
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
$635K
|
|
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
$1.61K
|
|
Q2 2024 | |||||||
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.52KNew |
$275K - $277K
|
5.52K
$278K
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.27K+ 60.52% |
$262K - $264K
|
14K
$703K
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.04KNew |
$201K - $203K
|
4.04K
$203K
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2K+ 45.45% |
$99.4K - $100K
|
6.4K
$322K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
600New |
$29.8K - $30.1K
|
600
$30.2K
|
|
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
$7.95K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
117New |
$5.82K - $5.87K
|
117
$5.89K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13New |
$646 - $652
|
13
$654
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.4KNew |
$1.02M - $1.02M
|
20.4K
$1.03M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.16KNew |
$457K - $459K
|
9.16K
$461K
|
|
Apr 25, 2024
Q1 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
4.05K+ 1.71% |
$202K - $203K
|
241K
$12.1M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
29.6KNew |
$1.46M - $1.48M
|
29.6K
$1.49M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.2KNew |
$998K - $1.01M
|
20.2K
$1.02M
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.56KNew |
$274K - $278K
|
5.56K
$279K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
101+ 1.41% |
$4.99K - $5.06K
|
7.26K
$365K
|