Purchases and Sales Made in Q4 2022 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5KNew |
$457K - $487K
|
10.5K
$473K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10.4KNew |
$453K - $482K
|
10.4K
$469K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.4KNew |
$451K - $480K
|
10.4K
$467K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.68K+ 0.99% |
$420K - $448K
|
983K
$44.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
9.4KNew |
$409K - $435K
|
9.4K
$423K
|
|
|
Jan 20, 2023
Q4 2022
|
Baker Boyer National Bank
|
BUY
|
- |
9.1K+ 3.43% |
$395K - $421K
|
275K
$12.4M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.82KNew |
$383K - $408K
|
8.82K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
8.79K+ 27.38% |
$382K - $407K
|
40.9K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8K+ 53.53% |
$348K - $370K
|
23K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
7.67KNew |
$333K - $355K
|
7.67K
$345K
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
7.41K+ 5.78% |
$322K - $343K
|
136K
$6.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.23KNew |
$314K - $334K
|
7.23K
$325K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
6.75K+ 43.52% |
$293K - $312K
|
22.3K
$1M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.46K+ 4.56% |
$280K - $299K
|
148K
$6.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
6.31K+ 34.48% |
$274K - $292K
|
24.6K
$1.11M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.06K+ 25.37% |
$263K - $280K
|
30K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.9KNew |
$256K - $273K
|
5.9K
$265K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.66KNew |
$246K - $262K
|
5.66K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.62K+ 119.19% |
$244K - $260K
|
10.3K
$465K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.62K+ 119.19% |
$244K - $260K
|
10.3K
$465K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.43K+ 22.28% |
$236K - $251K
|
29.8K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.37KNew |
$233K - $249K
|
5.37K
$242K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.26K+ 2.36% |
$229K - $243K
|
228K
$10.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4.93K+ 20.57% |
$214K - $228K
|
28.9K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.92KNew |
$214K - $228K
|
4.92K
$221K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.75KNew |
$206K - $220K
|
4.75K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.68KNew |
$203K - $216K
|
4.68K
$210K
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
4.53KNew |
$197K - $210K
|
4.53K
$204K
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.52KNew |
$196K - $209K
|
4.52K
$203K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4K+ 55.25% |
$174K - $185K
|
11.2K
$505K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
3.97K+ 19.9% |
$172K - $183K
|
23.9K
$1.08M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.95KNew |
$171K - $183K
|
3.95K
$178K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.88K+ 19.44% |
$168K - $179K
|
23.8K
$1.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.85K+ 45.4% |
$167K - $178K
|
12.3K
$555K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.45K+ 1312.55% |
$150K - $160K
|
3.72K
$167K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.22K+ 24.88% |
$140K - $149K
|
16.1K
$726K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.1K+ 16.57% |
$135K - $143K
|
21.8K
$980K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3K+ 9.54% |
$130K - $139K
|
34.4K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.84KNew |
$123K - $131K
|
2.84K
$128K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.76K+ 50.64% |
$120K - $128K
|
8.21K
$369K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
2.71K+ 731.35% |
$118K - $125K
|
3.08K
$138K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.36K+ 13.43% |
$102K - $109K
|
19.9K
$896K
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.22K+ 41.81% |
$96.3K - $102K
|
7.52K
$338K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.94K+ 1.14% |
$84.4K - $89.9K
|
173K
$7.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.67K+ 0.09% |
$72.4K - $77.1K
|
1.77M
$79.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.36K+ 9.63% |
$59.3K - $63.1K
|
15.5K
$699K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.24KNew |
$53.9K - $57.4K
|
1.24K
$55.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.17KNew |
$50.7K - $53.9K
|
1.17K
$52.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.04K+ 6.3% |
$45.3K - $48.2K
|
17.6K
$792K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
638+ 3.4% |
$27.7K - $29.5K
|
19.4K
$873K
|