Purchases and Sales Made in Q1 2023 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR TOTA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 6.8% |
$102K - $107K
|
35.8K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.18K+ 1.79% |
$97.7K - $102K
|
124K
$5.59M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.83K+ 9.43% |
$82.1K - $85.6K
|
21.2K
$956K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.81K+ 63.45% |
$81K - $84.6K
|
4.66K
$209K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.81K+ 30.61% |
$80.9K - $84.5K
|
7.7K
$347K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.6K+ 6.62% |
$71.9K - $75.1K
|
25.8K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.59K+ 21.93% |
$71.1K - $74.2K
|
8.81K
$397K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.57K+ 6.59% |
$70.6K - $73.7K
|
25.5K
$1.15M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.49K+ 30.86% |
$66.7K - $69.6K
|
6.31K
$284K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.31K+ 9.83% |
$58.6K - $61.2K
|
14.6K
$657K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.28K+ 24.98% |
$57.3K - $59.8K
|
6.39K
$288K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.28K+ 33.7% |
$57.2K - $59.7K
|
5.06K
$228K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.19K+ 875.0% |
$53.4K - $55.7K
|
1.33K
$59.7K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.08K+ 17.35% |
$48.2K - $50.4K
|
7.28K
$328K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
961+ 5.32% |
$43.1K - $45K
|
19K
$856K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
956+ 8.96% |
$42.9K - $44.7K
|
11.6K
$523K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
915+ 3.51% |
$41K - $42.8K
|
27K
$1.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
893New |
$40K - $41.8K
|
893
$40.2K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
874+ 4.39% |
$39.2K - $40.9K
|
20.8K
$936K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
824+ 17.63% |
$36.9K - $38.6K
|
5.5K
$247K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
812+ 9.14% |
$36.4K - $38K
|
9.7K
$436K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
803+ 11.12% |
$36K - $37.6K
|
8.02K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
759+ 4.7% |
$34K - $35.5K
|
16.9K
$761K
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
692+ 1.9% |
$31K - $32.4K
|
37.1K
$1.67M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
659+ 4.99% |
$29.5K - $30.8K
|
13.9K
$624K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
554+ 4.35% |
$24.8K - $25.9K
|
13.3K
$598K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
501New |
$22.5K - $23.4K
|
501
$22.5K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
435New |
$19.5K - $20.4K
|
435
$19.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
330New |
$14.8K - $15.4K
|
330
$14.9K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
330+ 32.67% |
$14.8K - $15.4K
|
1.34K
$60.3K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
275+ 28.21% |
$12.3K - $12.9K
|
1.25K
$56.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
267+ 1.52% |
$12K - $12.5K
|
17.8K
$803K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
238+ 2.29% |
$10.7K - $11.1K
|
10.6K
$477K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
162+ 1.72% |
$7.26K - $7.58K
|
9.59K
$432K
|
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
145+ 0.99% |
$6.5K - $6.79K
|
14.8K
$666K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
103+ 0.2% |
$4.62K - $4.82K
|
51.5K
$2.32M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
87+ 0.37% |
$3.9K - $4.07K
|
23.6K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
63+ 0.7% |
$2.82K - $2.95K
|
9.09K
$409K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
48+ 1.0% |
$2.15K - $2.25K
|
4.84K
$218K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
47+ 0.14% |
$2.11K - $2.2K
|
34.2K
$1.54M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
47New |
$2.11K - $2.2K
|
47
$2.12K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
46+ 766.67% |
$2.06K - $2.15K
|
52
$2.34K
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
45+ 0.15% |
$2.02K - $2.11K
|
29.3K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
40+ 0.09% |
$1.79K - $1.87K
|
42.5K
$1.91M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
38+ 0.37% |
$1.7K - $1.78K
|
10.4K
$469K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30+ 2.28% |
$1.35K - $1.4K
|
1.34K
$60.5K
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
14+ 0.29% |
$628 - $655
|
4.76K
$214K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 0.16% |
$269 - $281
|
3.72K
$167K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$44.8 - $46.8
|
13.6K
$612K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|