Latest Institutional Transactions on Fidelity Merrimack Str Tr Tota (FBND)
This table provides information on the latest institutional transactions involving Fidelity Merrimack Str Tr Tota (FBND) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-276- 0.83% |
$12.5K - $12.9K
|
33.1K
$1.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.84KNew |
$219K - $226K
|
4.84K
$224K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
3.38KNew |
$153K - $158K
|
3.38K
$156K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.07K+ 1.51% |
$93.8K - $96.6K
|
139K
$6.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-5.26K- 22.36% |
$238K - $245K
|
18.3K
$845K
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.21K- 11.61% |
$191K - $196K
|
32.1K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-448- 3.34% |
$20.3K - $20.9K
|
13K
$600K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
161K+ 4.18% |
$7.27M - $7.49M
|
4M
$185M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
173K+ 994.08% |
$7.83M - $8.07M
|
190K
$8.81M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.6K+ 5.09% |
$1.02M - $1.06M
|
467K
$21.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.71K+ 1.81% |
$77.4K - $79.7K
|
96.3K
$4.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
19.1K+ 1.8% |
$865K - $892K
|
1.08M
$50.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
30.7K+ 6.76% |
$1.39M - $1.43M
|
485K
$22.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
651+ 378.49% |
$29.5K - $30.4K
|
823
$38.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
27.6K+ 5.42% |
$1.25M - $1.29M
|
537K
$24.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.6K+ 13.1% |
$72.6K - $74.8K
|
13.8K
$640K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
14.4KNew |
$654K - $673K
|
14.4K
$668K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.22KNew |
$327K - $337K
|
7.22K
$334K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
125KNew |
$5.64M - $5.81M
|
125K
$5.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
8.27K+ 15.91% |
$374K - $386K
|
60.3K
$2.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
23.4K+ 9.75% |
$1.06M - $1.09M
|
263K
$12.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-12.5K- 27.79% |
$565K - $583K
|
32.5K
$1.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.29K+ 4.96% |
$104K - $107K
|
48.5K
$2.24M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.81K- 6.65% |
$127K - $131K
|
39.5K
$1.83M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
14.1K+ 13.26% |
$638K - $657K
|
120K
$5.57M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-336- 2.53% |
$15.2K - $15.7K
|
12.9K
$599K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
66.9K+ 8.65% |
$3.03M - $3.12M
|
840K
$38.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.37K+ 0.75% |
$107K - $110K
|
319K
$14.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
12+ 1.12% |
$543 - $560
|
1.09K
$50.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
977+ 0.98% |
$44.2K - $45.6K
|
100K
$4.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
38.4K+ 4.34% |
$1.74M - $1.79M
|
922K
$42.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.71K+ 2.08% |
$77.2K - $79.6K
|
83.7K
$3.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
24.4K+ 3.54% |
$1.1M - $1.14M
|
714K
$33M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
9.18K+ 1.76% |
$415K - $428K
|
530K
$24.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
112K+ 27.1% |
$5.09M - $5.24M
|
527K
$24.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7.69K+ 13.21% |
$348K - $358K
|
65.9K
$3.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.31K+ 1.46% |
$59.3K - $61.1K
|
91.4K
$4.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
38.8K+ 15.01% |
$1.76M - $1.81M
|
298K
$13.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.11K+ 1.95% |
$50.2K - $51.7K
|
58K
$2.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
22K+ 3.15% |
$995K - $1.02M
|
719K
$33.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.41K- 2.17% |
$64K - $65.9K
|
63.9K
$2.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
35.1K+ 8.15% |
$1.59M - $1.64M
|
466K
$21.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.75K+ 85.65% |
$170K - $175K
|
8.14K
$376K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
144+ 1.18% |
$6.52K - $6.71K
|
12.3K
$571K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
39.2K+ 9.69% |
$1.77M - $1.83M
|
443K
$20.5M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
9.64K+ 5.83% |
$436K - $450K
|
175K
$8.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
458K+ 21.23% |
$20.7M - $21.4M
|
2.62M
$121M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
267K+ 674.76% |
$12.1M - $12.4M
|
306K
$14.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.13K+ 4.93% |
$232K - $239K
|
109K
$5.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
7.73K+ 5.45% |
$350K - $360K
|
149K
$6.91M
|
|