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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
5.14KNew |
$232K - $239K
|
5.14K
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
2.65KNew |
$120K - $124K
|
2.65K
$123K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8.22K+ 19.92% |
$372K - $383K
|
49.5K
$2.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11.7K+ 4.14% |
$530K - $546K
|
295K
$13.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
53.8K+ 7.95% |
$2.44M - $2.51M
|
730K
$33.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.08KNew |
$49.1K - $50.5K
|
1.08K
$50.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
224K+ 255.54% |
$10.1M - $10.4M
|
312K
$14.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
BUY
|
- |
5.62K+ 1.35% |
$254K - $262K
|
423K
$19.6M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.8K+ 5.14% |
$490K - $505K
|
221K
$10.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
592K+ 10.44% |
$26.8M - $27.6M
|
6.26M
$290M
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
13.1K+ 3.0% |
$592K - $610K
|
449K
$20.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
18.6K+ 9.97% |
$840K - $865K
|
205K
$9.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
8.16K+ 3.41% |
$369K - $381K
|
248K
$11.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
17.5K+ 5.12% |
$791K - $815K
|
359K
$16.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
17+ 0.31% |
$769 - $793
|
5.46K
$252K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.04K+ 1.48% |
$46.9K - $48.3K
|
70.9K
$3.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
16.5K+ 16.93% |
$746K - $768K
|
114K
$5.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
12.5K+ 6.22% |
$567K - $584K
|
214K
$9.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
174K+ 11.63% |
$7.89M - $8.13M
|
1.67M
$77.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4.79K+ 3.78% |
$217K - $223K
|
132K
$6.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.12KNew |
$141K - $146K
|
3.12K
$144K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.1K+ 7.28% |
$504K - $519K
|
164K
$7.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.58K- 12.91% |
$71.6K - $73.8K
|
10.7K
$494K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.01K+ 15.43% |
$90.9K - $93.6K
|
15K
$695K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.68K+ 69.75% |
$76.2K - $78.5K
|
4.1K
$189K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
271+ 483.93% |
$12.3K - $12.6K
|
327
$15.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
339KNew |
$15.4M - $15.8M
|
339K
$15.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
17.7K+ 26.3% |
$803K - $827K
|
85.2K
$3.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-296K- 92.32% |
$13.4M - $13.8M
|
24.7K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.71K- 4.1% |
$123K - $126K
|
63.3K
$2.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.08K+ 4.5% |
$49K - $50.5K
|
25.1K
$1.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
226KNew |
$10.2M - $10.6M
|
226K
$10.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
6.81K+ 14.73% |
$308K - $317K
|
53K
$2.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
115K+ 5.76% |
$5.21M - $5.37M
|
2.11M
$97.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.98K- 1.3% |
$135K - $139K
|
226K
$10.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
25.3KNew |
$1.14M - $1.18M
|
25.3K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.52K+ 15.14% |
$68.8K - $70.9K
|
11.6K
$535K
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-86- 0.67% |
$3.89K - $4.01K
|
12.7K
$587K
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.46K+ 14.02% |
$66.1K - $68.1K
|
11.9K
$549K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
124+ 1.17% |
$5.61K - $5.78K
|
10.7K
$496K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
136K+ 1.4% |
$6.17M - $6.35M
|
9.87M
$456M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.68K- 10.77% |
$121K - $125K
|
22.2K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.9KNew |
$267K - $275K
|
5.9K
$273K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.16KNew |
$52.4K - $54K
|
1.16K
$53.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
103K+ 42.84% |
$4.66M - $4.8M
|
343K
$15.9M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.2K+ 16.29% |
$825K - $850K
|
130K
$6.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
18.3K+ 7.01% |
$829K - $854K
|
280K
$12.9M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.02KNew |
$46.2K - $47.6K
|
1.02K
$47.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.7K+ 3.55% |
$485K - $500K
|
312K
$14.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
589+ 2.35% |
$26.7K - $27.5K
|
25.6K
$1.18M
|
|