Purchases and Sales Made in Q4 2025 in Fidel Merrimack Str Tr (FSEC)
This table provides information about the institutional ownership of Fidel Merrimack Str Tr (FSEC) during Q4 2025. The information is specifically focused on institutions that hold shares of FIDEL MERRIMACK STR TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5K+ 25.57% |
$600K - $609K
|
66.5K
$2.95M
|
|
|
Jan 21, 2026
Q4 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6.27KNew |
$277K - $282K
|
6.27K
$278K
|
|
|
Jan 22, 2026
Q4 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
5.06KNew |
$224K - $227K
|
5.06K
$224K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.33KNew |
$147K - $150K
|
3.33K
$148K
|
|
|
Jan 28, 2026
Q4 2025
|
Dentgroup LLC
|
SELL
|
- |
-104- 1.96% |
$4.61K - $4.68K
|
5.21K
$231K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-884- 40.11% |
$39.1K - $39.8K
|
1.32K
$58.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.48K- 27.85% |
$110K - $111K
|
6.41K
$285K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.31K- 95.7% |
$147K - $149K
|
149
$6.61K
|
|