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 55 institutions that hold shares in the stock, with a total of 1.49 Million shares, which have been reported (via 13F filing form) to have a value of $73.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
11,628
shares
|
$572,562
0.02% of portfolio
|
Q4 2023
Added 9.41%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
10,628
shares
|
$523,322
0.02% of portfolio
|
Q3 2023
Reduced 2.19%
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Apr 16, 2024 Q1 2024 |
9,894
shares
|
$487,180
0.04% of portfolio
|
Q1 2024
Reduced 87.19%
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 09, 2024 Q1 2024 |
9,501
shares
|
$467,829
0.05% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
9,435
shares
|
$464,579
0.02% of portfolio
|
Q4 2023
Reduced 18.21%
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
8,863
shares
|
$436,414
0.05% of portfolio
|
Q1 2024
Added 44.75%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
8,349
shares
|
$411,104
0.0% of portfolio
|
Q1 2024
Added 47.43%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
6,939
shares
|
$341,676
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
6,886
shares
|
$339,066
0.01% of portfolio
|
Q1 2024
Reduced 3.08%
|
|
Advisor Os, LLC
|
May 08, 2024 Q1 2024 |
6,653
shares
|
$327,593
0.04% of portfolio
|
Q1 2024
Added 22.82%
|
|
Wealth Management Resources, Inc.
|
Apr 19, 2024 Q1 2024 |
5,933
shares
|
$292,140
0.08% of portfolio
|
Q1 2024
Reduced 9.32%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
5,711
shares
|
$281,209
0.0% of portfolio
|
Q1 2024
Added 10.87%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
5,381
shares
|
$264,960
0.0% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
Greatmark Investment Partners, Inc.
|
May 09, 2024 Q1 2024 |
4,610
shares
|
$226,996
0.03% of portfolio
|
Q1 2024
Reduced 25.65%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
4,590
shares
|
$226,011
0.01% of portfolio
|
Q1 2024
Reduced 5.56%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
4,447
shares
|
$218,970
0.01% of portfolio
|
Q1 2024
Reduced 78.05%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
4,420
shares
|
$217,640
0.0% of portfolio
|
Q1 2024
Reduced 29.49%
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
3,900
shares
|
$192,036
0.0% of portfolio
|
Q4 2023
Reduced 59.38%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
2,599
shares
|
$127,974
0.05% of portfolio
|
Q1 2024
Added 0.12%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
1,340
shares
|
$65,981
0.01% of portfolio
|
Q1 2024
Added 0.22%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,139
shares
|
$56,084
0.0% of portfolio
|
Q1 2024
Reduced 56.99%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
735
shares
|
$36,191
0.0% of portfolio
|
Q1 2024
Added 0.55%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
487
shares
|
$23,979
0.0% of portfolio
|
Q4 2022
Reduced 69.99%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
465
shares
|
$22,896
0.0% of portfolio
|
Q1 2024
Reduced 40.38%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
460
shares
|
$22,650
0.0% of portfolio
|
Q2 2022
New holding
|