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 113 institutions that hold shares in the stock, with a total of 7.51 Million shares, which have been reported (via 13F filing form) to have a value of $378 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
6,431
shares
|
$323,543
0.04% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
6,430
shares
|
$323,493
0.01% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
6,084
shares
|
$306,086
0.03% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,056
shares
|
$304,677
0.01% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
5,687
shares
|
$286,112
0.08% of portfolio
|
Q3 2025
Added 35.53%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,098
shares
|
$256,480
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,094
shares
|
$256,279
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Parkside Investments, LLC
|
Nov 10, 2025 Q3 2025 |
5,000
shares
|
$251,550
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
4,479
shares
|
$225,338
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
4,473
shares
|
$225,036
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
4,191
shares
|
$210,849
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,697
shares
|
$135,686
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
2,332
shares
|
$117,322
0.03% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,981
shares
|
$99,664
0.0% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,875
shares
|
$94,331
0.01% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,762
shares
|
$88,646
0.0% of portfolio
|
Q3 2025
Reduced 31.6%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,032
shares
|
$51,919
0.0% of portfolio
|
Q3 2025
Reduced 63.31%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
825
shares
|
$41,505
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
808
shares
|
$40,650
0.0% of portfolio
|
Q3 2025
Added 60.96%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
686
shares
|
$34,512
0.02% of portfolio
|
Q1 2023
Reduced 91.3%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
271
shares
|
$13,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
200
shares
|
$10,062
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
175
shares
|
$8,804
0.0% of portfolio
|
Q3 2025
Added 31.58%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
163
shares
|
$8,200
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
161
shares
|
$8,099
0.0% of portfolio
|
Q3 2025
Reduced 1.23%
|
|