Purchases and Sales Made in Q4 2022 in Fidelity Merrimack Str Tr Low (FLDR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Low (FLDR) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
126KNew |
$6.21M - $6.29M
|
126K
$6.34M
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
46.1KNew |
$2.26M - $2.29M
|
46.1K
$2.31M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31K+ 126.35% |
$1.52M - $1.54M
|
55.5K
$2.78M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.7K+ 92.15% |
$1.31M - $1.33M
|
55.7K
$2.79M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.4KNew |
$1.05M - $1.06M
|
21.4K
$1.07M
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
13KNew |
$638K - $646K
|
13K
$651K
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.58KNew |
$421K - $426K
|
8.58K
$430K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.77KNew |
$381K - $386K
|
7.77K
$389K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.6KNew |
$324K - $328K
|
6.6K
$330K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.03K+ 61.3% |
$296K - $300K
|
15.9K
$795K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.88K+ 51.89% |
$288K - $292K
|
17.2K
$862K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.66K+ 32.63% |
$229K - $232K
|
18.9K
$949K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.43KNew |
$217K - $220K
|
4.43K
$222K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.85K+ 4.27% |
$189K - $191K
|
94K
$4.71M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.28KNew |
$161K - $163K
|
3.28K
$164K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.32K+ 56.79% |
$114K - $115K
|
6.4K
$321K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.06KNew |
$101K - $102K
|
2.06K
$103K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.09KNew |
$53.4K - $54K
|
1.09K
$54.5K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
575New |
$28.2K - $28.6K
|
575
$28.8K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
500New |
$24.6K - $24.9K
|
500
$25.1K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
200New |
$9.82K - $9.94K
|
200
$10K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
100New |
$4.91K - $4.97K
|
100
$5.01K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-73- 1.34% |
$3.58K - $3.63K
|
5.36K
$268K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-96- 7.0% |
$4.71K - $4.77K
|
1.28K
$63.9K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-101- 1.07% |
$4.96K - $5.02K
|
9.37K
$470K
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-262- 7.54% |
$12.9K - $13K
|
3.21K
$161K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-916- 2.1% |
$45K - $45.5K
|
42.7K
$2.14M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.08K- 50.35% |
$53.1K - $53.8K
|
1.07K
$53.5K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.22K- 30.55% |
$59.8K - $60.5K
|
2.77K
$139K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.38K- 1.34% |
$67.9K - $68.8K
|
102K
$5.11M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.39K- 18.69% |
$68K - $68.9K
|
6.03K
$302K
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.6K- 32.18% |
$128K - $129K
|
5.48K
$275K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.92K- 42.03% |
$241K - $245K
|
6.78K
$340K
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-9.86K- 55.57% |
$484K - $490K
|
7.89K
$395K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.7K- 63.91% |
$721K - $730K
|
8.29K
$415K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.3K- 11.34% |
$1.05M - $1.06M
|
167K
$8.35M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-41.4K- 6.27% |
$2.03M - $2.06M
|
618K
$31M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.4K- 24.44% |
$2.23M - $2.26M
|
140K
$7.03M
|