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 |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
24,315
shares
|
$1.22 Million
0.27% of portfolio
|
Q3 2022
Reduced 5.08%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
18,571
shares
|
$932,635
0.16% of portfolio
|
Q3 2024
Reduced 81.58%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
17,279
shares
|
$867,751
0.43% of portfolio
|
Q3 2024
Added 18.3%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
14,817
shares
|
$744,109
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
12,634
shares
|
$634,479
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,212
shares
|
$613,286
0.0% of portfolio
|
Q3 2024
Added 24.35%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,934
shares
|
$549,105
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
10,337
shares
|
$519,124
0.01% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,281
shares
|
$516,311
0.0% of portfolio
|
Q3 2024
Reduced 91.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9,978
shares
|
$501,095
0.02% of portfolio
|
Q3 2024
Reduced 24.54%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
9,795
shares
|
$491,904
0.44% of portfolio
|
Q3 2024
Added 15.32%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
9,511
shares
|
$477,642
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
8,700
shares
|
$436,914
0.35% of portfolio
|
Q4 2023
Reduced 33.08%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
8,409
shares
|
$422,299
0.01% of portfolio
|
Q2 2024
Reduced 4.54%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
8,187
shares
|
$411,151
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
8,075
shares
|
$405,526
0.32% of portfolio
|
Q3 2023
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
7,880
shares
|
$395,733
0.04% of portfolio
|
Q4 2023
Reduced 8.44%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
6,400
shares
|
$321,408
0.03% of portfolio
|
Q2 2024
Added 45.45%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
5,439
shares
|
$273,146
0.02% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,607
shares
|
$231,363
0.0% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,276
shares
|
$214,740
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
4,270
shares
|
$214,439
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,275
shares
|
$164,470
0.03% of portfolio
|
Q2 2023
Added 63.75%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
3,137
shares
|
$157,540
0.02% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,800
shares
|
$140,616
0.0% of portfolio
|
Q3 2024
Added 161.68%
|