Purchases and Sales Made in Q4 2023 in Fidelity Merrimack Str Tr Low (FLDR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Low (FLDR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
152K+ 118.4% |
$7.52M - $7.63M
|
281K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
140K+ 529.38% |
$6.9M - $7M
|
166K
$8.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
113K+ 238.9% |
$5.57M - $5.66M
|
160K
$8.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
93.4KNew |
$4.61M - $4.68M
|
93.4K
$4.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43.1K+ 31.09% |
$2.13M - $2.16M
|
182K
$9.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
40.5KNew |
$2M - $2.03M
|
40.5K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.6K+ 84.32% |
$1.95M - $1.98M
|
86.5K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
32.2K+ 347.18% |
$1.59M - $1.61M
|
41.5K
$2.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
31.7KNew |
$1.56M - $1.59M
|
31.7K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
29.6KNew |
$1.46M - $1.48M
|
29.6K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.4K+ 606.78% |
$1.4M - $1.42M
|
33K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.4K+ 50.82% |
$1.3M - $1.32M
|
78.3K
$3.92M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.2KNew |
$998K - $1.01M
|
20.2K
$1.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.1K+ 172.73% |
$844K - $856K
|
27K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.6K+ 12.47% |
$623K - $632K
|
114K
$5.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.02KNew |
$445K - $452K
|
9.02K
$452K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.62K+ 73.65% |
$376K - $382K
|
18K
$900K
|
|
|
Jan 30, 2024
Q4 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
6.65K+ 2.89% |
$329K - $333K
|
237K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.55K+ 103.18% |
$323K - $328K
|
12.9K
$646K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.56KNew |
$274K - $278K
|
5.56K
$278K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.32KNew |
$263K - $267K
|
5.32K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.59K+ 64.11% |
$227K - $230K
|
11.7K
$588K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.14K+ 46.05% |
$106K - $107K
|
6.78K
$340K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.27K+ 1.51% |
$62.5K - $63.4K
|
85.1K
$4.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
968+ 19.36% |
$47.8K - $48.5K
|
5.97K
$299K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
738+ 4.07% |
$36.4K - $37K
|
18.9K
$945K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
197+ 1.41% |
$9.73K - $9.87K
|
14.1K
$709K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
101+ 1.41% |
$4.99K - $5.06K
|
7.26K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
99New |
$4.89K - $4.96K
|
99
$4.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
25New |
$1.23K - $1.25K
|
25
$1.25K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20+ 0.47% |
$987 - $1K
|
4.24K
$212K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 1.44% |
$790 - $802
|
1.13K
$56.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14+ 1.38% |
$691 - $701
|
1.03K
$51.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 1.67% |
$98.7 - $100
|
122
$6.11K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.76% |
$49.4 - $50.1
|
132
$6.61K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-37- 4.31% |
$1.83K - $1.85K
|
822
$41.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-39- 3.04% |
$1.93K - $1.95K
|
1.25K
$62.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-331- 6.08% |
$16.3K - $16.6K
|
5.11K
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-437- 2.16% |
$21.6K - $21.9K
|
19.8K
$991K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-648- 6.2% |
$32K - $32.5K
|
9.81K
$491K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-726- 8.44% |
$35.8K - $36.4K
|
7.88K
$395K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.01K- 63.93% |
$49.6K - $50.4K
|
567
$28.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.67K- 63.93% |
$82.3K - $83.5K
|
940
$47.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.73K- 7.99% |
$85.5K - $86.8K
|
19.9K
$999K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.95K- 30.86% |
$195K - $198K
|
8.85K
$443K
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-4.3K- 33.08% |
$212K - $215K
|
8.7K
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.8K- 94.99% |
$531K - $539K
|
567
$28.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-18.3K- 14.02% |
$905K - $919K
|
112K
$5.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29K- 15.89% |
$1.43M - $1.45M
|
153K
$7.69M
|