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 68 institutions that hold shares in the stock, with a total of 2.48 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
16,496
shares
|
$830,573
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
14,578
shares
|
$734,002
0.06% of portfolio
|
Q1 2025
Added 44.64%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
14,306
shares
|
$720,307
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Apr 21, 2025 Q1 2025 |
13,955
shares
|
$702,634
0.06% of portfolio
|
Q1 2025
Added 19.36%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
13,926
shares
|
$701,174
0.01% of portfolio
|
Q1 2025
Added 37.58%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
12,450
shares
|
$626,857
0.07% of portfolio
|
Q1 2025
Added 57.73%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
12,256
shares
|
$617,089
0.06% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
12,118
shares
|
$610,141
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
11,484
shares
|
$578,219
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
11,004
shares
|
$554,051
0.0% of portfolio
|
Q1 2025
Reduced 24.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,779
shares
|
$542,722
0.0% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
10,687
shares
|
$538,090
0.09% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
10,606
shares
|
$534,012
0.4% of portfolio
|
Q2 2025
Added 17.37%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
10,347
shares
|
$520,971
0.02% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
9,467
shares
|
$476,663
0.0% of portfolio
|
Q1 2025
Added 114.38%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
8,920
shares
|
$449,122
0.02% of portfolio
|
Q3 2024
Added 96.48%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
8,014
shares
|
$403,504
0.01% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
6,880
shares
|
$346,408
0.08% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
5,022
shares
|
$252,857
0.0% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,523
shares
|
$227,733
0.13% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,416
shares
|
$222,345
0.0% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
4,205
shares
|
$211,721
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,098
shares
|
$206,334
0.01% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,980
shares
|
$200,393
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
3,900
shares
|
$196,365
0.0% of portfolio
|
Q4 2023
Reduced 59.38%
|