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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
56.5K+ 5.01% |
$2.56M - $2.64M
|
1.18M
$54.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56.4K+ 25.44% |
$2.55M - $2.63M
|
278K
$12.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56.2K+ 170.42% |
$2.54M - $2.62M
|
89.2K
$4.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54.7K+ 3.89% |
$2.48M - $2.55M
|
1.46M
$67.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
53.8K+ 7.95% |
$2.44M - $2.51M
|
730K
$33.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
53.8K+ 22.12% |
$2.43M - $2.51M
|
297K
$13.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
52.8K+ 28.59% |
$2.39M - $2.46M
|
238K
$11M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
51.9K+ 31.51% |
$2.35M - $2.42M
|
217K
$10M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
51.1K+ 17.47% |
$2.31M - $2.38M
|
344K
$15.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
49.4K+ 80.55% |
$2.24M - $2.3M
|
111K
$5.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
49K+ 185.7% |
$2.22M - $2.28M
|
75.3K
$3.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
46.1K+ 8.54% |
$2.09M - $2.15M
|
587K
$27.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
44.8K+ 38.43% |
$2.03M - $2.09M
|
161K
$7.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
43.3K+ 10.32% |
$1.96M - $2.02M
|
463K
$21.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.3K+ 4.47% |
$1.91M - $1.97M
|
988K
$45.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
41.7K+ 3.62% |
$1.89M - $1.94M
|
1.19M
$55.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
41.5KNew |
$1.88M - $1.93M
|
41.5K
$1.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
41K+ 51.63% |
$1.86M - $1.91M
|
120K
$5.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
41K+ 35.16% |
$1.85M - $1.91M
|
158K
$7.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
40.9K+ 11.13% |
$1.85M - $1.91M
|
409K
$18.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
40.8K+ 15.64% |
$1.85M - $1.9M
|
302K
$14M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
40.6K+ 4.19% |
$1.84M - $1.89M
|
1.01M
$46.7M
|
|
|
Nov 07, 2025
Q3 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
39.5K+ 5.73% |
$1.79M - $1.84M
|
728K
$33.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
39.2K+ 9.69% |
$1.77M - $1.83M
|
443K
$20.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
38.8K+ 15.01% |
$1.76M - $1.81M
|
298K
$13.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
38.6K+ 5.89% |
$1.75M - $1.8M
|
693K
$32M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
38.4K+ 4.34% |
$1.74M - $1.79M
|
922K
$42.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
37.6K+ 6.52% |
$1.7M - $1.75M
|
614K
$28.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
37.5K+ 10.21% |
$1.7M - $1.75M
|
405K
$18.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.4K+ 8.11% |
$1.69M - $1.74M
|
498K
$23M
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
36.2K+ 4.0% |
$1.64M - $1.69M
|
939K
$43.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
36.2KNew |
$1.64M - $1.69M
|
36.2K
$1.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
35.8K+ 14.92% |
$1.62M - $1.67M
|
276K
$12.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
35.1K+ 8.15% |
$1.59M - $1.64M
|
466K
$21.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35K+ 203.7% |
$1.58M - $1.63M
|
52.2K
$2.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
33.8K+ 17.53% |
$1.53M - $1.58M
|
227K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
33.1KNew |
$1.5M - $1.54M
|
33.1K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
31.9K+ 167.84% |
$1.44M - $1.49M
|
50.9K
$2.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
31.8K+ 9.42% |
$1.44M - $1.48M
|
370K
$17.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
31.4K+ 4.58% |
$1.42M - $1.46M
|
717K
$33.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
30.7K+ 6.76% |
$1.39M - $1.43M
|
485K
$22.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
30.4K+ 17.03% |
$1.38M - $1.42M
|
209K
$9.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
30K+ 11.52% |
$1.36M - $1.4M
|
291K
$13.4M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
29.9K+ 43.09% |
$1.36M - $1.4M
|
99.4K
$4.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
28.8K+ 5.64% |
$1.3M - $1.34M
|
539K
$24.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
27.6K+ 5.42% |
$1.25M - $1.29M
|
537K
$24.8M
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
27.3K+ 8.05% |
$1.24M - $1.27M
|
367K
$17M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
27.1K+ 17.84% |
$1.23M - $1.26M
|
179K
$8.28M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
26.3K+ 3.69% |
$1.19M - $1.23M
|
739K
$34.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
25.7K+ 5.23% |
$1.16M - $1.2M
|
517K
$23.9M
|
|