Institutional Ownership Fidelity Merrimack Str Tr Low (FLDR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Low (FLDR). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 3.81 Million shares, which have been reported (via 13F filing form) to have a value of $191 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
29,786
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
28,718
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2024
Added 93.82%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
24,678
shares
|
$1.24 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
24,315
shares
|
$1.22 Million
0.27% of portfolio
|
Q3 2022
Reduced 5.08%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
24,250
shares
|
$1.21 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
18,627
shares
|
$932,840
0.15% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
16,866
shares
|
$844,649
0.4% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
12,634
shares
|
$632,710
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,212
shares
|
$611,576
0.0% of portfolio
|
Q3 2024
Added 24.35%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
11,569
shares
|
$579,375
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,934
shares
|
$547,574
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
10,337
shares
|
$517,676
0.01% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,281
shares
|
$514,872
0.0% of portfolio
|
Q3 2024
Reduced 91.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9,978
shares
|
$499,698
0.02% of portfolio
|
Q3 2024
Reduced 24.54%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
9,511
shares
|
$476,310
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
8,700
shares
|
$435,696
0.35% of portfolio
|
Q4 2023
Reduced 33.08%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
8,413
shares
|
$421,323
0.33% of portfolio
|
Q4 2024
Reduced 14.11%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
8,409
shares
|
$421,122
0.01% of portfolio
|
Q2 2024
Reduced 4.54%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
8,187
shares
|
$410,004
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
8,075
shares
|
$404,396
0.32% of portfolio
|
Q3 2023
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
7,880
shares
|
$394,630
0.04% of portfolio
|
Q4 2023
Reduced 8.44%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
6,400
shares
|
$320,512
0.03% of portfolio
|
Q2 2024
Added 45.45%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,438
shares
|
$272,335
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,607
shares
|
$230,718
0.0% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,276
shares
|
$214,142
0.01% of portfolio
|
Q3 2024
Added 0.92%
|