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 81 institutions that hold shares in the stock, with a total of 4.47 Million shares, which have been reported (via 13F filing form) to have a value of $224 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
6,400
shares
|
$320,768
0.03% of portfolio
|
Q2 2024
Added 45.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
6,391
shares
|
$320,316
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
6,206
shares
|
$311,044
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
5,565
shares
|
$278,917
0.51% of portfolio
|
Q4 2024
Reduced 32.03%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,438
shares
|
$272,552
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
5,240
shares
|
$262,628
0.01% of portfolio
|
Q4 2024
Added 22.54%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
5,170
shares
|
$259,120
0.01% of portfolio
|
Q4 2024
Reduced 38.52%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
4,957
shares
|
$248,444
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
4,884
shares
|
$244,786
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,818
shares
|
$241,478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
4,688
shares
|
$234,962
0.0% of portfolio
|
Q4 2024
Reduced 90.48%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
4,106
shares
|
$205,792
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
3,275
shares
|
$164,143
0.02% of portfolio
|
Q2 2023
Added 63.75%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
3,178
shares
|
$159,281
0.02% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
2,274
shares
|
$113,972
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,237
shares
|
$112,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,632
shares
|
$81,795
0.0% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,423
shares
|
$71,320
0.0% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
728
shares
|
$36,487
0.0% of portfolio
|
Q4 2024
Added 22.15%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
686
shares
|
$34,382
0.02% of portfolio
|
Q1 2023
Reduced 91.3%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
271
shares
|
$13,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
217
shares
|
$10,876
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
208
shares
|
$10,424
0.0% of portfolio
|
Q3 2024
Reduced 79.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
163
shares
|
$8,169
0.0% of portfolio
|
Q2 2024
Reduced 21.63%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
140
shares
|
$7,016
0.0% of portfolio
|
Q4 2024
Added 1.45%
|