Purchases and Sales Made in Q4 2025 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
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 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
49.8K+ 23.39% |
$2.3M - $2.33M
|
263K
$12.2M
|
|
|
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 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
42.3K+ 5.03% |
$1.95M - $1.98M
|
883K
$40.8M
|
|
|
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 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 4.65% |
$1M - $1.02M
|
489K
$22.6M
|
|
|
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 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
16.8K+ 13.98% |
$778K - $789K
|
137K
$6.35M
|
|
|
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 16, 2026
Q4 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
10.5K+ 15.11% |
$486K - $493K
|
80.2K
$3.71M
|
|
|
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
|
|