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 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
25.6K+ 8.99% |
$1.16M - $1.19M
|
310K
$14.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
25.3KNew |
$1.14M - $1.18M
|
25.3K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
24.5KNew |
$1.11M - $1.14M
|
24.5K
$1.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
24.4K+ 3.54% |
$1.1M - $1.14M
|
714K
$33M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.3K+ 9.48% |
$1.1M - $1.13M
|
281K
$13M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
24K+ 13.14% |
$1.09M - $1.12M
|
207K
$9.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
23.8K+ 3.93% |
$1.08M - $1.11M
|
631K
$29.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.6K+ 10.53% |
$1.07M - $1.1M
|
248K
$11.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
23.4K+ 9.75% |
$1.06M - $1.09M
|
263K
$12.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
23.3K+ 68.33% |
$1.05M - $1.08M
|
57.3K
$2.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23KNew |
$1.04M - $1.07M
|
23K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.6K+ 5.09% |
$1.02M - $1.06M
|
467K
$21.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
22.5K+ 7.45% |
$1.02M - $1.05M
|
324K
$15M
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
22.4K+ 11.74% |
$1.01M - $1.04M
|
213K
$9.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.1K+ 11.78% |
$1M - $1.03M
|
210K
$9.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
22K+ 3.15% |
$995K - $1.02M
|
719K
$33.3M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
22K+ 6.65% |
$994K - $1.02M
|
352K
$16.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
21.5K+ 6.76% |
$971K - $1M
|
339K
$15.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
21.1K+ 2.19% |
$955K - $983K
|
986K
$45.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
20.9K+ 51.27% |
$947K - $976K
|
61.7K
$2.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.7K+ 36.95% |
$939K - $967K
|
76.9K
$3.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
20.5K+ 4.88% |
$928K - $956K
|
440K
$20.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
20.4K+ 8.42% |
$923K - $951K
|
263K
$12.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
20.4K+ 39.06% |
$922K - $949K
|
72.5K
$3.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
20.3K+ 3.76% |
$919K - $947K
|
560K
$25.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.2K+ 12.51% |
$915K - $943K
|
182K
$8.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
19.7K+ 75.77% |
$894K - $921K
|
45.8K
$2.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
19.2K+ 17.32% |
$868K - $894K
|
130K
$6.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
19.1K+ 1.8% |
$865K - $892K
|
1.08M
$50.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
19.1K+ 6.81% |
$864K - $890K
|
299K
$13.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
18.8K+ 2.41% |
$852K - $878K
|
800K
$37M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
18.8K+ 24.62% |
$849K - $874K
|
94.9K
$4.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
18.6K+ 9.97% |
$840K - $865K
|
205K
$9.46M
|
|
|
Nov 06, 2025
Q3 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
18.4K+ 4.02% |
$831K - $856K
|
475K
$22M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
18.3K+ 7.01% |
$829K - $854K
|
280K
$12.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.2K+ 36.96% |
$826K - $851K
|
67.6K
$3.13M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.2K+ 16.29% |
$825K - $850K
|
130K
$6.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.2K+ 8.6% |
$825K - $850K
|
230K
$10.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
17.8K+ 3.18% |
$807K - $832K
|
579K
$26.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
17.8K+ 9.91% |
$805K - $829K
|
197K
$9.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
17.7K+ 26.3% |
$803K - $827K
|
85.2K
$3.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
17.5K+ 5.12% |
$791K - $815K
|
359K
$16.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
17.1K+ 7.27% |
$773K - $797K
|
252K
$11.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
17.1K+ 1.98% |
$773K - $796K
|
880K
$40.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
17.1K+ 4.25% |
$772K - $796K
|
418K
$19.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
16.5K+ 16.93% |
$746K - $768K
|
114K
$5.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
16.2K+ 12.55% |
$735K - $757K
|
146K
$6.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
15.9K+ 6.75% |
$718K - $739K
|
251K
$11.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.8K+ 9.09% |
$716K - $738K
|
190K
$8.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
15.7K+ 4.3% |
$713K - $734K
|
382K
$17.7M
|
|