Purchases and Sales Made in Q4 2025 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
25.3KNew |
$1.17M - $1.19M
|
25.3K
$1.17M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
25KNew |
$1.15M - $1.17M
|
25K
$1.16M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
22.6K+ 29.9% |
$1.04M - $1.06M
|
98.2K
$4.54M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
21.8K+ 2.16% |
$1.01M - $1.02M
|
1.03M
$47.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 4.65% |
$1M - $1.02M
|
489K
$22.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
20.8K+ 20.31% |
$961K - $975K
|
123K
$5.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
20.6K+ 52.34% |
$953K - $966K
|
60K
$2.78M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20.6K+ 314.93% |
$950K - $963K
|
27.1K
$1.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
20K+ 4.54% |
$923K - $936K
|
460K
$21.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
18.8K+ 38.78% |
$869K - $881K
|
67.3K
$3.11M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
18.5K+ 9.39% |
$856K - $868K
|
216K
$9.98M
|
|
|
Jan 23, 2026
Q4 2025
|
Steph & CO
|
BUY
|
- |
18.4K+ 7.3% |
$850K - $862K
|
270K
$12.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
16.9K+ 117.19% |
$782K - $793K
|
31.4K
$1.45M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
16.8K+ 13.98% |
$778K - $789K
|
137K
$6.35M
|
|
|
Jan 12, 2026
Q4 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
16.8K+ 1.91% |
$777K - $788K
|
897K
$41.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16.7K+ 22.01% |
$772K - $783K
|
92.6K
$4.28M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
16K+ 6.32% |
$740K - $751K
|
270K
$12.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
14.9K+ 4.2% |
$689K - $698K
|
370K
$17.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
13.8K+ 4.2% |
$636K - $645K
|
341K
$15.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
13.2K+ 3.46% |
$610K - $619K
|
395K
$18.3M
|
|
|
Jan 22, 2026
Q4 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
12.6K+ 24.8% |
$584K - $592K
|
63.6K
$2.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
12.4K+ 11.32% |
$571K - $579K
|
122K
$5.62M
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
12K+ 6.81% |
$555K - $563K
|
188K
$8.72M
|
|
|
Jan 23, 2026
Q4 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
11.6K+ 17.59% |
$536K - $544K
|
77.6K
$3.59M
|
|
|
Jan 20, 2026
Q4 2025
|
Sensenig Capital Advisors, Inc
Collegeville, PA |
BUY
|
- |
11.4KNew |
$525K - $533K
|
11.4K
$526K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
11K+ 20.28% |
$509K - $516K
|
65.3K
$3.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
10.6KNew |
$492K - $499K
|
10.6K
$492K
|
|
|
Jan 16, 2026
Q4 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
10.5K+ 15.11% |
$486K - $493K
|
80.2K
$3.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
9.9K+ 92.72% |
$457K - $464K
|
20.6K
$952K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
8.82K+ 1.74% |
$407K - $413K
|
515K
$23.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
BUY
|
- |
8.47KNew |
$391K - $397K
|
8.47K
$392K
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
8.37K+ 2.15% |
$387K - $392K
|
398K
$18.4M
|
|
|
Jan 22, 2026
Q4 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
8.18K+ 19.84% |
$378K - $383K
|
49.4K
$2.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
8.15K+ 4.45% |
$376K - $382K
|
191K
$8.83M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
7.89K+ 74.16% |
$365K - $370K
|
18.5K
$857K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.49K+ 5.77% |
$346K - $351K
|
137K
$6.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
7.37K+ 2.07% |
$340K - $345K
|
362K
$16.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
7K+ 27.85% |
$323K - $328K
|
32.1K
$1.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.68K+ 6.84% |
$309K - $313K
|
104K
$4.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
6.61K+ 9.97% |
$305K - $310K
|
72.9K
$3.37M
|
|
|
Jan 14, 2026
Q4 2025
|
In Track Investment Management Inc
|
BUY
|
- |
6.46K+ 7.82% |
$298K - $303K
|
89K
$4.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
6.39K+ 4.85% |
$295K - $299K
|
138K
$6.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
6.09KNew |
$281K - $285K
|
6.09K
$282K
|
|
|
Jan 13, 2026
Q4 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
6.09K+ 4.13% |
$281K - $285K
|
153K
$7.09M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
6K+ 5.72% |
$277K - $281K
|
111K
$5.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.98KNew |
$276K - $280K
|
5.98K
$277K
|
|
|
Jan 23, 2026
Q4 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5.96K+ 18.87% |
$275K - $279K
|
37.5K
$1.74M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
5.91KNew |
$273K - $277K
|
5.91K
$273K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.82K+ 1.87% |
$269K - $273K
|
318K
$14.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.74K+ 4.13% |
$265K - $269K
|
145K
$6.7M
|
|