Purchases and Sales Made in Q3 2025 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q3 2025. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR TOTA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
75+ 0.22% |
$3.39K - $3.5K
|
34.3K
$1.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
67+ 0.7% |
$3.03K - $3.12K
|
9.66K
$447K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
39+ 0.09% |
$1.77K - $1.82K
|
43.8K
$2.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
38New |
$1.72K - $1.77K
|
38
$1.76K
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
22+ 0.19% |
$996 - $1.03K
|
11.5K
$531K
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
19+ 0.1% |
$860 - $886
|
19K
$878K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
17+ 0.31% |
$769 - $793
|
5.46K
$252K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
12+ 1.12% |
$543 - $560
|
1.09K
$50.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
11+ 0.07% |
$498 - $513
|
15.8K
$730K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9+ 10.71% |
$407 - $420
|
93
$4.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
5+ 0.91% |
$226 - $233
|
554
$25.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3New |
$136 - $140
|
3
$139
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2+ 33.33% |
$90.5 - $93.3
|
8
$370
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.86% |
$90.5 - $93.3
|
235
$10.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
1+ 0.0% |
$45.3 - $46.6
|
52.4K
$2.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1+ 0.0% |
$45.3 - $46.6
|
24.1K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2- 33.33% |
$90.5 - $93.3
|
4
$185
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-8- 0.08% |
$362 - $373
|
9.95K
$460K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-10- 0.16% |
$453 - $466
|
6.11K
$282K
|
|
|
Nov 07, 2025
Q3 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-25- 0.12% |
$1.13K - $1.17K
|
20.9K
$964K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-39- 2.96% |
$1.77K - $1.82K
|
1.28K
$59.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-55- 0.08% |
$2.49K - $2.56K
|
67.2K
$3.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-63- 0.5% |
$2.85K - $2.94K
|
12.5K
$576K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-82- 81.19% |
$3.71K - $3.82K
|
19
$879
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-83- 0.38% |
$3.76K - $3.87K
|
21.5K
$994K
|
|
|
Nov 17, 2025
Q3 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-86- 0.45% |
$3.89K - $4.01K
|
19.1K
$881K
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-86- 0.67% |
$3.89K - $4.01K
|
12.7K
$587K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-91- 65.0% |
$4.12K - $4.24K
|
49
$2.27K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-104- 0.26% |
$4.71K - $4.85K
|
39.9K
$1.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-110- 1.31% |
$4.98K - $5.13K
|
8.28K
$383K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-169- 2.88% |
$7.65K - $7.88K
|
5.7K
$264K
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-182- 0.24% |
$8.24K - $8.49K
|
74.2K
$3.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-219- 0.54% |
$9.91K - $10.2K
|
40.6K
$1.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-260- 1.08% |
$11.8K - $12.1K
|
23.9K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-274- 1.09% |
$12.4K - $12.8K
|
24.9K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-276- 0.83% |
$12.5K - $12.9K
|
33.1K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-331- 0.43% |
$15K - $15.4K
|
76K
$3.52M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-336- 2.53% |
$15.2K - $15.7K
|
12.9K
$599K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-381- 0.76% |
$17.2K - $17.8K
|
50.1K
$2.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-399- 2.79% |
$18.1K - $18.6K
|
13.9K
$644K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-404- 0.58% |
$18.3K - $18.8K
|
69.8K
$3.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-440- 3.81% |
$19.9K - $20.5K
|
11.1K
$514K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-448- 3.34% |
$20.3K - $20.9K
|
13K
$600K
|
|
|
Nov 14, 2025
Q3 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-457- 1.55% |
$20.7K - $21.3K
|
29.1K
$1.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-468- 0.85% |
$21.2K - $21.8K
|
54.5K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-475- 3.01% |
$21.5K - $22.1K
|
15.3K
$708K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-476- 7.26% |
$21.5K - $22.2K
|
6.08K
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-496- 1.25% |
$22.4K - $23.1K
|
39.1K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
R.P. Boggs & Co.
|
SELL
|
- |
-511- 0.21% |
$23.1K - $23.8K
|
242K
$11.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-573- 10.49% |
$25.9K - $26.7K
|
4.89K
$226K
|
|