Institutional Ownership Fidelity Merrimack Str Tr LTD (FLTB)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr LTD (FLTB). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 2.24 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
489,090
shares
|
$24.6 Million
0.0% of portfolio
|
Q4 2024
Added 169.5%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
315,604
shares
|
$15.9 Million
0.02% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
203,132
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2025
Added 18.25%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
157,975
shares
|
$7.94 Million
0.0% of portfolio
|
Q4 2024
Added 101.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
92,958
shares
|
$4.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
79,348
shares
|
$3.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
77,098
shares
|
$3.87 Million
0.29% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
73,844
shares
|
$3.71 Million
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
66,598
shares
|
$3.35 Million
0.13% of portfolio
|
Q4 2024
Added 17.89%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
63,911
shares
|
$3.21 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
55,683
shares
|
$2.8 Million
2.11% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
43,681
shares
|
$2.19 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
40,500
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
35,360
shares
|
$1.78 Million
0.49% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,749
shares
|
$1.7 Million
0.07% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
31,782
shares
|
$1.6 Million
0.4% of portfolio
|
Q2 2024
Added 10.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
29,939
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.22%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
24,911
shares
|
$1.25 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
22,366
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2024
Reduced 6.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
21,098
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
20,056
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2022
Reduced 8.72%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
17,212
shares
|
$864,903
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
14,578
shares
|
$732,544
0.06% of portfolio
|
Q1 2025
Added 44.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
14,542
shares
|
$730,735
0.0% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
14,298
shares
|
$718,474
0.02% of portfolio
|
Q1 2025
Reduced 1.39%
|