Latest Institutional Purchases of Fidelity Merrimack Str Tr Tota (FBND)
This list provides information on the latest institutional transactions involving Fidelity Merrimack Str Tr Tota (FBND) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
628K+ 18.43% |
$29M - $29.4M
|
4.04M
$187M
|
|
|
Jan 14, 2026
Q4 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
480K+ 90.47% |
$22.2M - $22.5M
|
1.01M
$46.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
311K+ 3.15% |
$14.4M - $14.6M
|
10.2M
$471M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
274K+ 156.44% |
$12.6M - $12.8M
|
449K
$20.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
207KNew |
$9.56M - $9.69M
|
207K
$9.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
162K+ 4.05% |
$7.48M - $7.58M
|
4.16M
$192M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
123K+ 4.58% |
$5.68M - $5.76M
|
2.81M
$130M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
87.4K+ 12.15% |
$4.04M - $4.1M
|
807K
$37.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
75.7K+ 9.46% |
$3.5M - $3.55M
|
876K
$40.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
69.3K+ 20.16% |
$3.2M - $3.24M
|
413K
$19.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
65.1K+ 4.53% |
$3.01M - $3.05M
|
1.5M
$69.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
57.5K+ 38.19% |
$2.66M - $2.7M
|
208K
$9.63M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
53.4K+ 8.52% |
$2.47M - $2.5M
|
680K
$31.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
44.3K+ 21.42% |
$2.05M - $2.07M
|
251K
$11.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43.5K+ 27.32% |
$2.01M - $2.04M
|
202K
$9.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
35.2K+ 11.49% |
$1.63M - $1.65M
|
341K
$15.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
34.3K+ 59.93% |
$1.59M - $1.61M
|
91.6K
$4.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
32.9K+ 4.3% |
$1.52M - $1.54M
|
796K
$36.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
31.3K+ 3.17% |
$1.45M - $1.47M
|
1.02M
$47.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
28.7K+ 5.5% |
$1.33M - $1.34M
|
551K
$25.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
28K+ 5.21% |
$1.29M - $1.31M
|
565K
$26.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
26.1K+ 9.02% |
$1.21M - $1.22M
|
315K
$14.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
25.3KNew |
$1.17M - $1.19M
|
25.3K
$1.17M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
25KNew |
$1.15M - $1.17M
|
25K
$1.16M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
21.8K+ 2.16% |
$1.01M - $1.02M
|
1.03M
$47.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
20.8K+ 20.31% |
$961K - $975K
|
123K
$5.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
20K+ 4.54% |
$923K - $936K
|
460K
$21.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
18.8K+ 38.78% |
$869K - $881K
|
67.3K
$3.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
16.9K+ 117.19% |
$782K - $793K
|
31.4K
$1.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
16.8K+ 1.91% |
$777K - $788K
|
897K
$41.5M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
16K+ 6.32% |
$740K - $751K
|
270K
$12.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
13.8K+ 4.2% |
$636K - $645K
|
341K
$15.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
13.2K+ 3.46% |
$610K - $619K
|
395K
$18.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
12.4K+ 11.32% |
$571K - $579K
|
122K
$5.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
11K+ 20.28% |
$509K - $516K
|
65.3K
$3.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
10.6KNew |
$492K - $499K
|
10.6K
$492K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
9.9K+ 92.72% |
$457K - $464K
|
20.6K
$952K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
8.82K+ 1.74% |
$407K - $413K
|
515K
$23.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
8.37K+ 2.15% |
$387K - $392K
|
398K
$18.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
8.15K+ 4.45% |
$376K - $382K
|
191K
$8.83M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
7.89K+ 74.16% |
$365K - $370K
|
18.5K
$857K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.49K+ 5.77% |
$346K - $351K
|
137K
$6.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
7.37K+ 2.07% |
$340K - $345K
|
362K
$16.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.68K+ 6.84% |
$309K - $313K
|
104K
$4.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
6.61K+ 9.97% |
$305K - $310K
|
72.9K
$3.37M
|
|
|
Jan 14, 2026
Q4 2025
|
In Track Investment Management Inc
|
BUY
|
- |
6.46K+ 7.82% |
$298K - $303K
|
89K
$4.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
6.39K+ 4.85% |
$295K - $299K
|
138K
$6.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
6.09KNew |
$281K - $285K
|
6.09K
$282K
|
|
|
Jan 13, 2026
Q4 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
6.09K+ 4.13% |
$281K - $285K
|
153K
$7.09M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
6K+ 5.72% |
$277K - $281K
|
111K
$5.13M
|
|