Purchases and Sales Made in Q4 2025 in Fidelity Merrimack Str Tr Low (FLDR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Low (FLDR) during Q4 2025. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR LOW .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
35.3K+ 25.53% |
$1.77M - $1.78M
|
173K
$8.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
9.12K+ 8.13% |
$458K - $460K
|
121K
$6.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
7.85K+ 19.75% |
$394K - $396K
|
47.6K
$2.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
5.97KNew |
$300K - $301K
|
5.97K
$300K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.63K+ 9.08% |
$283K - $284K
|
67.6K
$3.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
4.43KNew |
$222K - $223K
|
4.43K
$223K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.93K+ 65.55% |
$147K - $148K
|
7.41K
$373K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.92K+ 33.71% |
$96.3K - $96.7K
|
7.6K
$383K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
689+ 4.35% |
$34.6K - $34.8K
|
16.5K
$831K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
92+ 2.2% |
$4.62K - $4.64K
|
4.28K
$215K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
23+ 0.99% |
$1.16K - $1.16K
|
2.36K
$118K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 1.12% |
$1.05K - $1.06K
|
1.9K
$95.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
10+ 5.71% |
$502 - $505
|
185
$9.31K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-252- 1.71% |
$12.7K - $12.7K
|
14.5K
$730K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-5K- 45.45% |
$251K - $252K
|
6K
$302K
|
|