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
|
Mascoma Wealth Management LLC
|
BUY
|
- |
9.06K+ 1.23% |
$410K - $423K
|
748K
$34.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
9.05K+ 8.21% |
$410K - $422K
|
119K
$5.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.04KNew |
$409K - $421K
|
9.04K
$418K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
8.73KNew |
$395K - $407K
|
8.73K
$404K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.64K+ 5.74% |
$391K - $403K
|
159K
$7.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8.52K+ 12.85% |
$386K - $397K
|
74.8K
$3.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8.5K+ 424.58% |
$385K - $396K
|
10.5K
$486K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.45K+ 6.47% |
$382K - $394K
|
139K
$6.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
8.27K+ 15.91% |
$374K - $386K
|
60.3K
$2.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8.22K+ 19.92% |
$372K - $383K
|
49.5K
$2.29M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.21K+ 9.18% |
$372K - $383K
|
97.6K
$4.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
8.16K+ 3.41% |
$369K - $381K
|
248K
$11.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
8.03K+ 13.79% |
$364K - $375K
|
66.3K
$3.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
7.88K+ 9.73% |
$357K - $367K
|
88.9K
$4.11M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
7.83K+ 4.91% |
$354K - $365K
|
167K
$7.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
7.73K+ 5.45% |
$350K - $360K
|
149K
$6.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7.69K+ 13.21% |
$348K - $358K
|
65.9K
$3.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
7.5KNew |
$339K - $350K
|
7.5K
$347K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.48K+ 7.67% |
$339K - $349K
|
105K
$4.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
7.44K+ 19.89% |
$337K - $347K
|
44.9K
$2.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
7.43KNew |
$336K - $347K
|
7.43K
$344K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.37K+ 43.16% |
$333K - $343K
|
24.4K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.22KNew |
$327K - $337K
|
7.22K
$334K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.21K+ 9.89% |
$327K - $336K
|
80.2K
$3.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.18K+ 4.56% |
$325K - $335K
|
165K
$7.61M
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
7.11K+ 7.31% |
$322K - $331K
|
104K
$4.83M
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
7.06K+ 9.35% |
$319K - $329K
|
82.6K
$3.82M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
6.84K+ 10.43% |
$310K - $319K
|
72.4K
$3.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
6.81K+ 14.73% |
$308K - $317K
|
53K
$2.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.61K+ 2.78% |
$299K - $308K
|
245K
$11.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
6.6K+ 2.09% |
$299K - $308K
|
322K
$14.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.53KNew |
$296K - $304K
|
6.53K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
6.47KNew |
$293K - $302K
|
6.47K
$299K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.37K+ 3.71% |
$288K - $297K
|
178K
$8.23M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.31K+ 9.49% |
$286K - $294K
|
72.8K
$3.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.16K+ 19.09% |
$279K - $287K
|
38.5K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.16K+ 12.73% |
$279K - $287K
|
54.6K
$2.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6.09K+ 26.77% |
$275K - $284K
|
28.8K
$1.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.04K+ 6.6% |
$273K - $282K
|
97.5K
$4.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.04K+ 5.09% |
$273K - $281K
|
125K
$5.76M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.9KNew |
$267K - $275K
|
5.9K
$273K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.87K+ 25.25% |
$266K - $274K
|
29.1K
$1.35M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
5.84KNew |
$264K - $272K
|
5.84K
$270K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
5.72K+ 10.78% |
$259K - $267K
|
58.7K
$2.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
BUY
|
- |
5.62K+ 1.35% |
$254K - $262K
|
423K
$19.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.59K+ 1.82% |
$253K - $261K
|
312K
$14.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
5.54K+ 50.73% |
$251K - $258K
|
16.4K
$761K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
BUY
|
- |
5.41KNew |
$245K - $252K
|
5.41K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.4K+ 4.47% |
$245K - $252K
|
126K
$5.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
5.28K+ 5.87% |
$239K - $246K
|
95.2K
$4.4M
|
|