Purchases and Sales Made in Q2 2025 in Fidelity Merrimack Str Tr Low (FLDR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Low (FLDR) during Q2 2025. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR LOW .
| 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
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-20- 10.93% |
$996 - $1.01K
|
163
$8.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-76- 0.46% |
$3.79K - $3.82K
|
16.4K
$824K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-76- 1.47% |
$3.79K - $3.82K
|
5.09K
$256K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-152- 0.15% |
$7.57K - $7.64K
|
100K
$5.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-645- 82.9% |
$32.1K - $32.4K
|
133
$6.69K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-898- 5.28% |
$44.7K - $45.1K
|
16.1K
$810K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.37K- 1.87% |
$68.1K - $68.7K
|
71.9K
$3.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.23K- 24.51% |
$111K - $112K
|
6.87K
$346K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-2.31K- 19.7% |
$115K - $116K
|
9.43K
$474K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-2.58K- 3.07% |
$129K - $130K
|
81.5K
$4.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.07K- 4.69% |
$153K - $154K
|
62.5K
$3.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.18K- 2.92% |
$159K - $160K
|
106K
$5.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.83K- 59.07% |
$340K - $343K
|
4.74K
$238K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.24K- 2.25% |
$361K - $364K
|
315K
$15.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-7.43K- 36.83% |
$370K - $373K
|
12.7K
$640K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.64K- 4.42% |
$381K - $384K
|
165K
$8.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.04K- 51.78% |
$451K - $454K
|
8.42K
$424K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.1K- 33.19% |
$503K - $508K
|
20.3K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-29.6K- 18.59% |
$1.47M - $1.49M
|
130K
$6.51M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-33.7K- 22.35% |
$1.68M - $1.69M
|
117K
$5.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-121K- 94.29% |
$6.02M - $6.07M
|
7.31K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-233K- 20.15% |
$11.6M - $11.7M
|
925K
$46.5M
|