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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,749
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
32,765
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
31,396
shares
|
$1.58 Million
0.05% of portfolio
|
Q4 2024
Added 214.65%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
29,494
shares
|
$1.48 Million
0.76% of portfolio
|
Q4 2024
Added 590.73%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
28,718
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2024
Added 93.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
28,025
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
24,678
shares
|
$1.24 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
24,315
shares
|
$1.22 Million
0.27% of portfolio
|
Q3 2022
Reduced 5.08%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
24,250
shares
|
$1.22 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
21,979
shares
|
$1.1 Million
0.31% of portfolio
|
Q4 2024
Reduced 35.7%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
18,627
shares
|
$934,889
0.15% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
16,866
shares
|
$846,504
0.4% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
11,569
shares
|
$580,648
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
11,326
shares
|
$568,451
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
10,405
shares
|
$522,226
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
10,353
shares
|
$519,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,281
shares
|
$516,003
0.0% of portfolio
|
Q3 2024
Reduced 91.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
9,569
shares
|
$480,268
0.01% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
9,511
shares
|
$477,357
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
8,900
shares
|
$446,691
0.0% of portfolio
|
Q4 2024
Added 217.86%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
8,700
shares
|
$436,653
0.35% of portfolio
|
Q4 2023
Reduced 33.08%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
8,413
shares
|
$422,248
0.33% of portfolio
|
Q4 2024
Reduced 14.11%
|
|
|
Seldon Capital LP
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
8,075
shares
|
$405,284
0.27% of portfolio
|
Q3 2023
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
7,880
shares
|
$395,497
0.04% of portfolio
|
Q4 2023
Reduced 8.44%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Feb 13, 2025 Q4 2024 |
6,458
shares
|
$324,127
0.08% of portfolio
|
Q4 2024
New holding
|