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 66 institutions that hold shares in the stock, with a total of 3.52 Million shares, which have been reported (via 13F filing form) to have a value of $177 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
993,092
shares
|
$49.9 Million
0.01% of portfolio
|
Q3 2024
Added 50.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
245,386
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
239,030
shares
|
$12 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
231,661
shares
|
$11.6 Million
0.01% of portfolio
|
Q3 2024
Added 71.02%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
194,733
shares
|
$9.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
154,211
shares
|
$7.74 Million
0.08% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
150,373
shares
|
$7.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
142,644
shares
|
$7.16 Million
4.92% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
115,050
shares
|
$5.78 Million
0.08% of portfolio
|
Q3 2024
Added 16.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
94,775
shares
|
$4.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.74%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
79,796
shares
|
$4.01 Million
2.45% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
77,636
shares
|
$3.9 Million
0.0% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
67,752
shares
|
$3.4 Million
0.29% of portfolio
|
Q3 2024
Added 63.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
54,043
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
49,240
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.71%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
48,900
shares
|
$2.46 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
48,636
shares
|
$2.44 Million
1.66% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
46,058
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
45,617
shares
|
$2.29 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
43,800
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Added 22.78%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
34,180
shares
|
$1.72 Million
0.51% of portfolio
|
Q3 2024
Reduced 35.87%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
32,832
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Added 31.64%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
32,678
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
29,786
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
24,678
shares
|
$1.24 Million
0.75% of portfolio
|
Q3 2024
New holding
|