Institutional Ownership Fidelity Merrimack Str Tr LTD (FLTB)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr LTD (FLTB). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 1.53 Million shares, which have been reported (via 13F filing form) to have a value of $76.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
11,024
shares
|
$548,003
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
10,608
shares
|
$527,323
0.11% of portfolio
|
Q3 2024
Reduced 20.17%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
9,172
shares
|
$455,940
0.33% of portfolio
|
Q2 2024
Reduced 62.17%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
8,957
shares
|
$445,252
0.04% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
8,920
shares
|
$443,413
0.02% of portfolio
|
Q3 2024
Added 96.48%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
8,014
shares
|
$398,375
0.01% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,625
shares
|
$379,038
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7,599
shares
|
$377,746
0.02% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
7,090
shares
|
$352,443
0.04% of portfolio
|
Q3 2024
Added 13.68%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
6,992
shares
|
$347,572
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6,622
shares
|
$329,179
0.0% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
6,571
shares
|
$326,644
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,144
shares
|
$305,418
0.0% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$248,550
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,590
shares
|
$228,168
0.01% of portfolio
|
Q1 2024
Reduced 5.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,416
shares
|
$219,519
0.0% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,302
shares
|
$213,852
0.0% of portfolio
|
Q3 2024
Reduced 74.84%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,056
shares
|
$201,623
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,980
shares
|
$197,845
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
3,900
shares
|
$193,869
0.0% of portfolio
|
Q4 2023
Reduced 59.38%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
2,372
shares
|
$117,912
0.04% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,037
shares
|
$101,259
0.0% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,140
shares
|
$56,669
0.01% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
751
shares
|
$37,332
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
487
shares
|
$24,208
0.0% of portfolio
|
Q4 2022
Reduced 69.99%
|