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 28, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
163KNew |
$7.36M - $7.58M
|
163K
$7.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
161K+ 4.18% |
$7.27M - $7.49M
|
4M
$185M
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
158K+ 228.46% |
$7.17M - $7.39M
|
228K
$10.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
156KNew |
$7.06M - $7.27M
|
156K
$7.21M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
152K+ 4.9% |
$6.88M - $7.08M
|
3.25M
$150M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
152K+ 165.06% |
$6.86M - $7.07M
|
243K
$11.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
147K+ 79.59% |
$6.64M - $6.84M
|
331K
$15.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
138K+ 29.71% |
$6.27M - $6.46M
|
605K
$28M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
136K+ 1.4% |
$6.17M - $6.35M
|
9.87M
$456M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
134K+ 5.45% |
$6.05M - $6.23M
|
2.59M
$120M
|
|
|
Nov 10, 2025
Q3 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
132K+ 21.81% |
$5.96M - $6.14M
|
736K
$34M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
128KNew |
$5.77M - $5.95M
|
128K
$5.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
125K+ 13.13% |
$5.64M - $5.81M
|
1.07M
$49.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
125KNew |
$5.64M - $5.81M
|
125K
$5.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
115K+ 5.76% |
$5.21M - $5.37M
|
2.11M
$97.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
113K+ 8.55% |
$5.13M - $5.29M
|
1.44M
$66.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
113K+ 27.34% |
$5.11M - $5.27M
|
526K
$24.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
112K+ 27.1% |
$5.09M - $5.24M
|
527K
$24.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
110K+ 1667.19% |
$5M - $5.15M
|
117K
$5.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
108KNew |
$4.87M - $5.02M
|
108K
$4.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
106K+ 39.32% |
$4.82M - $4.96M
|
377K
$17.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
106K+ 15.31% |
$4.81M - $4.95M
|
800K
$37M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
105K+ 15.95% |
$4.75M - $4.9M
|
763K
$35.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
105K+ 14.28% |
$4.74M - $4.88M
|
838K
$38.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
103K+ 42.84% |
$4.66M - $4.8M
|
343K
$15.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
102K+ 40.85% |
$4.62M - $4.76M
|
352K
$16.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
101K+ 6.94% |
$4.59M - $4.73M
|
1.56M
$72.3M
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
BUY
|
- |
98.3KNew |
$4.45M - $4.58M
|
98.3K
$4.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
95.1K+ 1250.07% |
$4.31M - $4.44M
|
103K
$4.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
92.3KNew |
$4.18M - $4.3M
|
92.3K
$4.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
91.7K+ 3.48% |
$4.15M - $4.28M
|
2.73M
$126M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
91K+ 32.72% |
$4.12M - $4.24M
|
369K
$17.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
90.8KNew |
$4.11M - $4.23M
|
90.8K
$4.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
90.1K+ 5.53% |
$4.08M - $4.2M
|
1.72M
$79.6M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
89.8K+ 706.0% |
$4.06M - $4.19M
|
103K
$4.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
88.2K+ 291.42% |
$3.99M - $4.11M
|
118K
$5.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
88K+ 17.82% |
$3.98M - $4.11M
|
582K
$26.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
86.3K+ 252.78% |
$3.9M - $4.02M
|
120K
$5.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
86.1K+ 1.39% |
$3.9M - $4.01M
|
6.27M
$290M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
81.1K+ 496.28% |
$3.67M - $3.78M
|
97.5K
$4.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
80.7K+ 10.04% |
$3.65M - $3.77M
|
885K
$40.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
79.4K+ 6.66% |
$3.59M - $3.7M
|
1.27M
$58.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
78.3K+ 308.43% |
$3.54M - $3.65M
|
104K
$4.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
78K+ 10.57% |
$3.53M - $3.64M
|
816K
$37.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.9K+ 3.96% |
$3.16M - $3.26M
|
1.83M
$84.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
68.4K+ 14.26% |
$3.09M - $3.19M
|
548K
$25.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
66.9K+ 8.65% |
$3.03M - $3.12M
|
840K
$38.9M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
60.5K+ 8.11% |
$2.74M - $2.82M
|
807K
$37.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
59.8K+ 9.83% |
$2.71M - $2.79M
|
668K
$30.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
57K+ 2.93% |
$2.58M - $2.66M
|
2.01M
$92.7M
|
|