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 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
1.06KNew |
$49.1K - $49.8K
|
1.06K
$49.1K
|
|
|
Jan 26, 2026
Q4 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
819+ 4.2% |
$37.8K - $38.4K
|
20.3K
$939K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
799+ 3.72% |
$36.9K - $37.4K
|
22.3K
$1.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
774+ 2.33% |
$35.8K - $36.3K
|
34K
$1.57M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
702New |
$32.4K - $32.9K
|
702
$32.5K
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
BUY
|
- |
686+ 0.64% |
$31.7K - $32.1K
|
108K
$5.01M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
562+ 4.13% |
$26K - $26.3K
|
14.2K
$656K
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
542+ 8.68% |
$25K - $25.4K
|
6.78K
$314K
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
538+ 1.05% |
$24.9K - $25.2K
|
51.8K
$2.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
491+ 12.73% |
$22.7K - $23K
|
4.35K
$201K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
450+ 2368.42% |
$20.8K - $21.1K
|
469
$21.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
317+ 4.65% |
$14.6K - $14.9K
|
7.13K
$330K
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
303+ 0.43% |
$14K - $14.2K
|
71.2K
$3.29M
|
|
|
Jan 06, 2026
Q4 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
230New |
$10.6K - $10.8K
|
230
$10.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
208+ 1.87% |
$9.61K - $9.74K
|
11.3K
$524K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
177New |
$8.18K - $8.29K
|
177
$8.19K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
135+ 1.09% |
$6.24K - $6.32K
|
12.5K
$577K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
117+ 1.09% |
$5.41K - $5.48K
|
10.8K
$501K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100New |
$4.62K - $4.69K
|
100
$4.63K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
69New |
$3.19K - $3.23K
|
69
$3.19K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
66+ 146.67% |
$3.05K - $3.09K
|
111
$5.13K
|
|
|
Jan 14, 2026
Q4 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
60+ 0.24% |
$2.77K - $2.81K
|
24.8K
$1.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
59+ 0.18% |
$2.73K - $2.76K
|
32.1K
$1.49M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
54+ 0.74% |
$2.49K - $2.53K
|
7.4K
$342K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
38+ 1.08% |
$1.76K - $1.78K
|
3.55K
$164K
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
36+ 0.28% |
$1.66K - $1.69K
|
13K
$602K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.07% |
$1.11K - $1.12K
|
34.1K
$1.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17+ 0.02% |
$785 - $796
|
97.5K
$4.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4+ 0.03% |
$185 - $187
|
13.8K
$641K
|
|
|
Jan 23, 2026
Q4 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2+ 0.0% |
$92.4 - $93.7
|
60.3K
$2.79M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1+ 0.01% |
$46.2 - $46.9
|
15.9K
$735K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-100- 30.77% |
$4.62K - $4.69K
|
225
$10.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-110- 0.49% |
$5.08K - $5.15K
|
22.5K
$1.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-111- 0.89% |
$5.13K - $5.2K
|
12.3K
$571K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-235- 0.44% |
$10.9K - $11K
|
53.2K
$2.46M
|
|
|
Jan 22, 2026
Q4 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-248- 0.35% |
$11.5K - $11.6K
|
70.2K
$3.25M
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-310- 2.68% |
$14.3K - $14.5K
|
11.3K
$520K
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-329- 0.7% |
$15.2K - $15.4K
|
46.7K
$2.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-359- 0.13% |
$16.6K - $16.8K
|
275K
$12.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-429- 6.89% |
$19.8K - $20.1K
|
5.8K
$268K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-437- 2.08% |
$20.2K - $20.5K
|
20.6K
$951K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-440- 4.42% |
$20.3K - $20.6K
|
9.51K
$440K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-485- 8.02% |
$22.4K - $22.7K
|
5.56K
$257K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-589- 4.18% |
$27.2K - $27.6K
|
13.5K
$625K
|
|
|
Jan 21, 2026
Q4 2025
|
Ledyard National Bank
|
SELL
|
- |
-682- 12.6% |
$31.5K - $32K
|
4.73K
$219K
|
|
|
Jan 20, 2026
Q4 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.05K- 9.69% |
$48.6K - $49.2K
|
9.8K
$453K
|
|
|
Jan 20, 2026
Q4 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-1.49K- 0.5% |
$68.7K - $69.7K
|
298K
$13.8M
|
|
|
Jan 26, 2026
Q4 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-1.57K- 3.88% |
$72.6K - $73.6K
|
38.9K
$1.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.7K- 26.38% |
$78.4K - $79.5K
|
4.73K
$219K
|
|
|
Jan 21, 2026
Q4 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.81K- 15.75% |
$83.5K - $84.7K
|
9.66K
$447K
|
|