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 73 institutions that hold shares in the stock, with a total of 4.01 Million shares, which have been reported (via 13F filing form) to have a value of $200 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,438
shares
|
$271,736
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
5,240
shares
|
$261,842
0.01% of portfolio
|
Q4 2024
Added 22.54%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,275
shares
|
$163,651
0.03% of portfolio
|
Q2 2023
Added 63.75%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
3,137
shares
|
$156,755
0.02% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,800
shares
|
$139,916
0.0% of portfolio
|
Q3 2024
Added 161.68%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
2,274
shares
|
$113,631
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,237
shares
|
$111,782
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,632
shares
|
$81,551
0.0% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,572
shares
|
$78,552
0.0% of portfolio
|
Q3 2024
Added 42.26%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
686
shares
|
$34,279
0.02% of portfolio
|
Q1 2023
Reduced 91.3%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
596
shares
|
$29,782
0.0% of portfolio
|
Q3 2024
Added 502.02%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
397
shares
|
$19,838
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
271
shares
|
$13,541
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
217
shares
|
$10,843
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
208
shares
|
$10,393
0.0% of portfolio
|
Q3 2024
Reduced 79.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
163
shares
|
$8,145
0.0% of portfolio
|
Q2 2024
Reduced 21.63%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
138
shares
|
$6,895
0.0% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
129
shares
|
$6,446
0.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
25
shares
|
$1,249
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
13
shares
|
$649
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
7
shares
|
$349
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|