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 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
|
|
|
Jan 26, 2026
Q4 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.69K+ 3.68% |
$263K - $267K
|
160K
$7.42M
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
5.53KNew |
$256K - $259K
|
5.53K
$256K
|
|
|
Jan 20, 2026
Q4 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
5.45K+ 1.55% |
$252K - $255K
|
358K
$16.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.24K+ 1.41% |
$242K - $245K
|
377K
$17.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.93K+ 4.04% |
$228K - $231K
|
127K
$5.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.53KNew |
$209K - $212K
|
4.53K
$209K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.47KNew |
$206K - $209K
|
4.47K
$207K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.33K+ 13.8% |
$200K - $203K
|
35.7K
$1.65M
|
|
|
Jan 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.12K+ 15.01% |
$190K - $193K
|
31.6K
$1.46M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.04K+ 4.42% |
$187K - $189K
|
95.4K
$4.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4K+ 13.52% |
$185K - $187K
|
33.6K
$1.55M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.87K+ 22.06% |
$179K - $181K
|
21.4K
$990K
|
|
|
Jan 26, 2026
Q4 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.61K+ 7.3% |
$167K - $169K
|
53.1K
$2.46M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
3.5KNew |
$162K - $164K
|
3.5K
$162K
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
3.45K+ 4.05% |
$159K - $162K
|
88.6K
$4.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
3.31K+ 12.92% |
$153K - $155K
|
28.9K
$1.34M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.26K+ 22.24% |
$150K - $153K
|
17.9K
$828K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.13K+ 6.04% |
$144K - $146K
|
54.9K
$2.54M
|
|
|
Jan 23, 2026
Q4 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3K+ 32.31% |
$138K - $140K
|
12.3K
$568K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.83K+ 4.62% |
$131K - $133K
|
64K
$2.96M
|
|
|
Jan 23, 2026
Q4 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.79K+ 6.04% |
$129K - $131K
|
49K
$2.27M
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO
|
BUY
|
- |
2.67KNew |
$123K - $125K
|
2.67K
$123K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.67K+ 65.14% |
$123K - $125K
|
6.76K
$313K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.58K+ 14.11% |
$119K - $121K
|
20.9K
$964K
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.46K+ 13.45% |
$114K - $115K
|
20.7K
$959K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.44K+ 9.99% |
$113K - $114K
|
26.9K
$1.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.31KNew |
$107K - $108K
|
2.31K
$107K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
2.3K+ 125.29% |
$106K - $108K
|
4.13K
$191K
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.19K+ 7.6% |
$101K - $103K
|
31K
$1.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.16K+ 9.76% |
$99.8K - $101K
|
24.3K
$1.12M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.15K+ 5.81% |
$99.3K - $101K
|
39.2K
$1.81M
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
2.14K+ 2.96% |
$99K - $100K
|
74.6K
$3.45M
|
|
|
Jan 21, 2026
Q4 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.14K+ 3.25% |
$98.8K - $100K
|
68K
$3.15M
|
|
|
Jan 21, 2026
Q4 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.02K+ 19.03% |
$93.3K - $94.6K
|
12.6K
$584K
|
|
|
Jan 26, 2026
Q4 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.88K+ 1.06% |
$87K - $88.3K
|
180K
$8.32M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.84K+ 1.63% |
$85K - $86.2K
|
114K
$5.29M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.53K+ 0.93% |
$70.5K - $71.4K
|
165K
$7.62M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1.47K+ 6.01% |
$67.8K - $68.7K
|
25.9K
$1.2M
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.34K+ 5.62% |
$62K - $62.9K
|
25.2K
$1.17M
|
|