Purchases and Sales Made in Q4 2025 in Fidelity Merrimack Str Tr Low (FLDR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Low (FLDR) during Q4 2025. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR LOW .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
57.9KNew |
$2.91M - $2.92M
|
57.9K
$2.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
35.3K+ 25.53% |
$1.77M - $1.78M
|
173K
$8.72M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
24.2K+ 17.29% |
$1.21M - $1.22M
|
164K
$8.25M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
14.7KNew |
$741K - $744K
|
14.7K
$742K
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
9.12K+ 8.13% |
$458K - $460K
|
121K
$6.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
7.85K+ 19.75% |
$394K - $396K
|
47.6K
$2.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
5.97KNew |
$300K - $301K
|
5.97K
$300K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.63K+ 9.08% |
$283K - $284K
|
67.6K
$3.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
4.43KNew |
$222K - $223K
|
4.43K
$223K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.93K+ 65.55% |
$147K - $148K
|
7.41K
$373K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$100K - $101K
|
2K
$101K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.92K+ 33.71% |
$96.3K - $96.7K
|
7.6K
$383K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
689+ 4.35% |
$34.6K - $34.8K
|
16.5K
$831K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
92+ 2.2% |
$4.62K - $4.64K
|
4.28K
$215K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
67+ 0.93% |
$3.37K - $3.38K
|
7.29K
$367K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
23+ 0.99% |
$1.16K - $1.16K
|
2.36K
$118K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 1.12% |
$1.05K - $1.06K
|
1.9K
$95.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
10+ 5.71% |
$502 - $505
|
185
$9.31K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-252- 1.71% |
$12.7K - $12.7K
|
14.5K
$730K
|
|
|
Jan 20, 2026
Q4 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.17K- 6.98% |
$58.9K - $59.1K
|
15.6K
$785K
|
|
|
Jan 23, 2026
Q4 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-1.2K- 8.38% |
$60K - $60.3K
|
13.1K
$657K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-5K- 45.45% |
$251K - $252K
|
6K
$302K
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
SELL
|
- |
-5.45K- 4.58% |
$274K - $275K
|
114K
$5.71M
|
|