Institutional Ownership Fidelity Merrimack Str Tr LTD (FLTB)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr LTD (FLTB). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 2.13 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
12,118
shares
|
$605,778
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
11,692
shares
|
$584,483
0.04% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
11,280
shares
|
$563,887
0.09% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
10,122
shares
|
$505,998
0.0% of portfolio
|
Q4 2024
Added 54.04%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
10,093
shares
|
$504,549
0.41% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,079
shares
|
$503,849
0.0% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
8,920
shares
|
$445,910
0.02% of portfolio
|
Q3 2024
Added 96.48%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
8,872
shares
|
$443,511
0.33% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,178
shares
|
$408,818
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
8,014
shares
|
$400,619
0.01% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
7,893
shares
|
$394,571
0.05% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
5,965
shares
|
$298,190
0.02% of portfolio
|
Q4 2024
Added 29.96%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
5,748
shares
|
$287,342
0.0% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
4,801
shares
|
$240,001
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
4,561
shares
|
$228,004
0.0% of portfolio
|
Q4 2024
Reduced 25.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,416
shares
|
$220,755
0.0% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
4,416
shares
|
$220,755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
4,328
shares
|
$216,356
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,098
shares
|
$204,859
0.01% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
3,900
shares
|
$194,961
0.0% of portfolio
|
Q4 2023
Reduced 59.38%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
2,510
shares
|
$125,474
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
2,375
shares
|
$118,726
0.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,037
shares
|
$101,829
0.0% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
1,505
shares
|
$75,234
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,109
shares
|
$55,438
0.01% of portfolio
|
Q4 2024
Reduced 2.72%
|