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 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.7K+ 2.82% |
$712K - $733K
|
574K
$26.6M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
15.2K+ 2.61% |
$687K - $708K
|
597K
$27.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
15.1K+ 2.47% |
$683K - $704K
|
627K
$29M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.9K+ 98.91% |
$676K - $697K
|
30.1K
$1.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
14.4KNew |
$654K - $673K
|
14.4K
$668K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14.4KNew |
$653K - $673K
|
14.4K
$667K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
14.1K+ 13.26% |
$638K - $657K
|
120K
$5.57M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
14K+ 3.52% |
$635K - $654K
|
413K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.9K+ 12.86% |
$631K - $650K
|
122K
$5.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
13.9K+ 15.14% |
$630K - $649K
|
106K
$4.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
13.9K+ 3.88% |
$628K - $647K
|
372K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
13.8K+ 4.08% |
$626K - $645K
|
353K
$16.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13.7K+ 12.48% |
$622K - $641K
|
124K
$5.73M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
13.4K+ 14.69% |
$608K - $626K
|
105K
$4.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$595K - $613K
|
13.1K
$608K
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
13.1K+ 3.0% |
$592K - $610K
|
449K
$20.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
13K+ 10.67% |
$588K - $606K
|
135K
$6.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.8K+ 53.69% |
$581K - $599K
|
36.8K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
12.7K+ 2.79% |
$573K - $590K
|
466K
$21.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
12.5K+ 6.22% |
$567K - $584K
|
214K
$9.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
12.5K+ 5.85% |
$564K - $581K
|
225K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.3K+ 67.82% |
$556K - $573K
|
30.4K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
12.2K+ 12.88% |
$552K - $569K
|
107K
$4.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12.1K+ 2675.22% |
$547K - $564K
|
12.5K
$580K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11.7K+ 4.14% |
$530K - $546K
|
295K
$13.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
11.6K+ 4.42% |
$525K - $541K
|
274K
$12.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
11.6K+ 169.06% |
$523K - $539K
|
18.4K
$851K
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
11.5K+ 5.23% |
$518K - $534K
|
230K
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.4KNew |
$514K - $530K
|
11.4K
$526K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
11.2K+ 4.04% |
$508K - $524K
|
289K
$13.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.1K+ 7.28% |
$504K - $519K
|
164K
$7.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.9K+ 12.78% |
$493K - $508K
|
96.2K
$4.45M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.8K+ 5.14% |
$490K - $505K
|
221K
$10.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.7K+ 3.55% |
$485K - $500K
|
312K
$14.4M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
10.6KNew |
$482K - $496K
|
10.6K
$492K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
10KNew |
$453K - $466K
|
10K
$463K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
9.92K+ 1.44% |
$449K - $462K
|
698K
$32.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
9.86K+ 2.86% |
$446K - $460K
|
355K
$16.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.86K+ 2.01% |
$446K - $460K
|
501K
$23.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
9.69K+ 184.33% |
$439K - $452K
|
15K
$692K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
9.64K+ 5.83% |
$436K - $450K
|
175K
$8.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
9.45KNew |
$428K - $441K
|
9.45K
$437K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.44KNew |
$427K - $440K
|
9.44K
$437K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.44K+ 25.07% |
$427K - $440K
|
47.1K
$2.18M
|
|
|
Jan 05, 2026
Q3 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
9.36K+ 6.62% |
$424K - $437K
|
151K
$6.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
9.34K+ 6.66% |
$423K - $435K
|
150K
$6.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.32KNew |
$422K - $435K
|
9.32K
$431K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
9.29K+ 9.98% |
$421K - $433K
|
102K
$4.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.29K+ 12.02% |
$420K - $433K
|
86.5K
$4M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
9.18K+ 1.76% |
$415K - $428K
|
530K
$24.5M
|
|