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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-7.41KClosed |
$367K - $390K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-47.3KClosed |
$2.34M - $2.49M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-25KClosed |
$1.23M - $1.31M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4.45KClosed |
$220K - $234K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-4.24KClosed |
$209K - $223K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
19New |
$1K - $1.02K
|
19
$879
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
200New |
$10.5K - $10.7K
|
200
$9.25K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-90Closed |
$4.74K - $4.82K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-15.6KClosed |
$822K - $835K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-109KClosed |
$5.77M - $5.85M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-6.07KClosed |
$320K - $325K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-65Closed |
$3.43K - $3.48K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-1.5KClosed |
$79K - $80.1K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-496Closed |
$26.1K - $26.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-195Closed |
$10.3K - $10.4K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-67Closed |
$3.53K - $3.58K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5.22KClosed |
$275K - $279K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-100- 22.99% |
$5.27K - $5.35K
|
335
$15.5K
|
|
| Q3 2021 | |||||||
|
May 19, 2025
Q3 2021
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-1Closed |
$53.1 - $53.9
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
11.2KNew |
$592K - $601K
|
11.2K
$516K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-566Closed |
$30.1K - $30.5K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-400Closed |
$21.2K - $21.6K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.84KClosed |
$204K - $207K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-44.7KClosed |
$2.37M - $2.41M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.49K- 75.58% |
$341K - $346K
|
2.1K
$97K
|
|
|
Sep 23, 2021
Q2 2021
|
Blooom, Inc.
|
SELL
|
- |
-3.81KClosed |
$200K - $203K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
24New |
$1.26K - $1.28K
|
24
$1.11K
|
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
SELL
|
- |
-1.2KClosed |
$63K - $64K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
SELL
|
- |
-1.85KClosed |
$97.1K - $98.7K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-2.65KClosed |
$139K - $141K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.9KClosed |
$572K - $593K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-410Closed |
$21.4K - $22.2K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Ade, LLC
|
SELL
|
- |
-2.11KClosed |
$110K - $114K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-26Closed |
$1.4K - $1.43K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.43KNew |
$240K - $245K
|
4.43K
$205K
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-500Closed |
$27.1K - $27.7K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-300Closed |
$16.2K - $16.6K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.06KClosed |
$220K - $225K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-44Closed |
$2.38K - $2.44K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-67Closed |
$3.62K - $3.71K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-3.89KClosed |
$198K - $211K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-918Closed |
$46.6K - $49.8K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.68KClosed |
$289K - $308K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-133KClosed |
$5.97M - $7.12M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-5.54KClosed |
$250K - $298K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-404Closed |
$18.2K - $21.7K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-4.32KClosed |
$221K - $225K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-732- 90.82% |
$37.5K - $38.1K
|
74
$3.42K
|
|
| Q3 2019 | |||||||
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-415Closed |
$21.1K - $21.6K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Macroview Investment Management LLC
|
SELL
|
- |
-92Closed |
$4.58K - $4.71K
|
0
$0
|
|