Purchases and Sales Made in Q3 2023 in Fidelity Merrimack Str Tr Low (FLDR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Low (FLDR) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
230KNew |
$11.4M - $11.5M
|
230K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.7K+ 39.96% |
$1.82M - $1.84M
|
129K
$6.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.3K+ 15.9% |
$1.1M - $1.11M
|
162K
$8.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.7KNew |
$1.07M - $1.08M
|
21.7K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.2KNew |
$1M - $1.01M
|
20.2K
$1.01M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
18.1KNew |
$897K - $906K
|
18.1K
$908K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
13KNew |
$643K - $649K
|
13K
$651K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.3KNew |
$561K - $566K
|
11.3K
$567K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.8K+ 11.97% |
$536K - $541K
|
101K
$5.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
10.5KNew |
$518K - $522K
|
10.5K
$524K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
10.3KNew |
$508K - $513K
|
10.3K
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.41KNew |
$466K - $470K
|
9.41K
$472K
|
|
|
Nov 13, 2023
Q3 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
8.08KNew |
$400K - $404K
|
8.08K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.16KNew |
$354K - $358K
|
7.16K
$359K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.74K+ 3.25% |
$284K - $287K
|
182K
$9.14M
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
4.64KNew |
$230K - $232K
|
4.64K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.28KNew |
$212K - $214K
|
4.28K
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.63K+ 8.37% |
$179K - $181K
|
46.9K
$2.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.21K+ 6.6% |
$159K - $161K
|
51.9K
$2.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.4K+ 30.17% |
$119K - $120K
|
10.3K
$518K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.15K+ 51.32% |
$107K - $108K
|
6.35K
$318K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.01KNew |
$50.1K - $50.5K
|
1.01K
$50.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
640+ 32.55% |
$31.7K - $32K
|
2.61K
$131K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
562New |
$27.8K - $28.1K
|
562
$28.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
332+ 6.5% |
$16.4K - $16.6K
|
5.44K
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
193+ 4.31% |
$9.56K - $9.64K
|
4.67K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
75+ 133.93% |
$3.71K - $3.75K
|
131
$6.56K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
56+ 1.35% |
$2.77K - $2.8K
|
4.22K
$211K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 1.28% |
$693 - $700
|
1.11K
$55.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10+ 0.12% |
$495 - $500
|
8.61K
$431K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 1.69% |
$99 - $99.9
|
120
$6.01K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-24- 0.33% |
$1.19K - $1.2K
|
7.16K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-115- 1.48% |
$5.69K - $5.75K
|
7.65K
$383K
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-389- 2.71% |
$19.3K - $19.4K
|
14K
$699K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-405- 66.07% |
$20.1K - $20.2K
|
208
$10.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-683- 0.81% |
$33.8K - $34.1K
|
83.9K
$4.2M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-792- 47.97% |
$39.2K - $39.6K
|
859
$43K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.39K- 9.78% |
$68.7K - $69.4K
|
12.8K
$641K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.83K- 1.38% |
$90.6K - $91.4K
|
131K
$6.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.23K- 50.27% |
$209K - $211K
|
4.19K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.81K- 17.18% |
$485K - $490K
|
47.3K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.5K- 55.15% |
$1.61M - $1.62M
|
26.4K
$1.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.3K- 78.19% |
$1.65M - $1.66M
|
9.28K
$465K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-89.3K- 17.07% |
$4.42M - $4.46M
|
434K
$21.7M
|