Institutional Ownership Fidelity Merrimack Str Tr Low (FLDR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Low (FLDR). We have compiled data on the 82 institutions that hold shares in the stock, with a total of 4.57 Million shares, which have been reported (via 13F filing form) to have a value of $229 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,121,876
shares
|
$56.3 Million
0.01% of portfolio
|
Q4 2024
Added 12.97%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
332,214
shares
|
$16.7 Million
0.02% of portfolio
|
Q4 2024
Added 35.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
303,315
shares
|
$15.2 Million
0.01% of portfolio
|
Q4 2024
Added 30.93%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
295,931
shares
|
$14.9 Million
0.14% of portfolio
|
Q4 2024
Added 91.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
230,525
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
177,104
shares
|
$8.89 Million
0.0% of portfolio
|
Q4 2024
Added 17.78%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
162,835
shares
|
$8.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.38%
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
158,601
shares
|
$7.96 Million
7.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
150,578
shares
|
$7.56 Million
5.09% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
137,358
shares
|
$6.89 Million
4.22% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
126,487
shares
|
$6.35 Million
0.09% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
97,051
shares
|
$4.87 Million
2.59% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
91,311
shares
|
$4.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
81,161
shares
|
$4.07 Million
2.38% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
77,895
shares
|
$3.91 Million
0.01% of portfolio
|
Q4 2024
Added 44.14%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
69,131
shares
|
$3.47 Million
0.25% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
65,512
shares
|
$3.29 Million
2.14% of portfolio
|
Q4 2024
Added 34.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
56,026
shares
|
$2.81 Million
0.0% of portfolio
|
Q4 2024
Added 358.78%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
54,212
shares
|
$2.72 Million
1.84% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
48,800
shares
|
$2.45 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
46,988
shares
|
$2.36 Million
0.3% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
46,914
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
46,318
shares
|
$2.32 Million
0.01% of portfolio
|
Q4 2024
Added 41.74%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
40,528
shares
|
$2.03 Million
0.01% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
34,781
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 55.2%
|