Institutional Ownership Fidelity Merrimack Str Tr Low (FLDR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Low (FLDR). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 4.69 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,121,876
shares
|
$56 Million
0.01% of portfolio
|
Q4 2024
Added 12.97%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
332,214
shares
|
$16.6 Million
0.02% of portfolio
|
Q4 2024
Added 35.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
303,315
shares
|
$15.2 Million
0.01% of portfolio
|
Q4 2024
Added 30.93%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
295,931
shares
|
$14.8 Million
0.14% of portfolio
|
Q4 2024
Added 91.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
230,525
shares
|
$11.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
177,104
shares
|
$8.85 Million
0.0% of portfolio
|
Q4 2024
Added 17.78%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
162,835
shares
|
$8.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.38%
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
158,601
shares
|
$7.92 Million
7.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
150,578
shares
|
$7.52 Million
5.09% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
147,956
shares
|
$7.39 Million
5.13% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
126,487
shares
|
$6.32 Million
0.09% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
100,126
shares
|
$5 Million
2.66% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
99,297
shares
|
$4.96 Million
2.15% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
91,311
shares
|
$4.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
73,229
shares
|
$3.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
69,131
shares
|
$3.45 Million
0.25% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
65,512
shares
|
$3.27 Million
2.14% of portfolio
|
Q4 2024
Added 34.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
56,026
shares
|
$2.8 Million
0.0% of portfolio
|
Q4 2024
Added 358.78%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
54,212
shares
|
$2.71 Million
1.84% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
48,800
shares
|
$2.44 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
48,030
shares
|
$2.4 Million
1.2% of portfolio
|
Q1 2025
Added 62.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
46,914
shares
|
$2.34 Million
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
46,318
shares
|
$2.31 Million
0.01% of portfolio
|
Q4 2024
Added 41.74%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
44,694
shares
|
$2.23 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
41,115
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2025
Added 18.21%
|