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 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-4.41K- 11.17% |
$204K - $207K
|
35.1K
$1.62M
|
|
|
Jan 23, 2026
Q4 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-4.47K- 5.07% |
$207K - $209K
|
83.7K
$3.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.06K- 1.41% |
$234K - $237K
|
354K
$16.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-5.23K- 5.36% |
$241K - $245K
|
92.3K
$4.27M
|
|
|
Jan 28, 2026
Q4 2025
|
Dentgroup LLC
|
SELL
|
- |
-14.6K- 8.71% |
$673K - $683K
|
153K
$7.07M
|
|
|
Jan 21, 2026
Q4 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-21.4K- 66.02% |
$990K - $1M
|
11K
$510K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-28.7K- 29.87% |
$1.33M - $1.35M
|
67.5K
$3.12M
|
|
|
Jan 29, 2026
Q4 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-29.2K- 30.36% |
$1.35M - $1.37M
|
67K
$3.1M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-32.2K- 31.46% |
$1.49M - $1.51M
|
70.3K
$3.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-40.7K- 6.44% |
$1.88M - $1.91M
|
590K
$27.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-56.4K- 5.7% |
$2.6M - $2.64M
|
932K
$43.1M
|
|
|
Jan 28, 2026
Q4 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-56.5K- 26.55% |
$2.61M - $2.65M
|
156K
$7.23M
|
|
|
Jan 28, 2026
Q4 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-151K- 45.55% |
$6.97M - $7.07M
|
180K
$8.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-188K- 40.3% |
$8.68M - $8.8M
|
278K
$12.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-196K- 34.16% |
$9.06M - $9.19M
|
378K
$17.5M
|
|