Purchases and Sales Made in Q3 2025 in Fidelity Merrimack Str Tr LTD (FLTB)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr LTD (FLTB) during Q3 2025. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR LTD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
123K+ 102.96% |
$6.19M - $6.28M
|
243K
$12.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
82.2K+ 3519.4% |
$4.12M - $4.18M
|
84.5K
$4.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.3K+ 21.01% |
$2.42M - $2.46M
|
278K
$14.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.8K+ 1114.94% |
$2.4M - $2.43M
|
52K
$2.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
32.7KNew |
$1.64M - $1.67M
|
32.7K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.2K+ 10.84% |
$1.17M - $1.18M
|
237K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.8K+ 88.9% |
$1.05M - $1.06M
|
44.3K
$2.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
20.1KNew |
$1.01M - $1.02M
|
20.1K
$1.02M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.8KNew |
$893K - $905K
|
17.8K
$900K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.7K+ 15.39% |
$888K - $901K
|
133K
$6.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1K+ 147.32% |
$759K - $770K
|
25.4K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.6K+ 11.94% |
$580K - $589K
|
108K
$5.49M
|
|
|
Jan 05, 2026
Q3 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
8.82K+ 6.36% |
$443K - $449K
|
147K
$7.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.75KNew |
$439K - $446K
|
8.75K
$443K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.28K+ 169.27% |
$416K - $422K
|
13.2K
$667K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.63K+ 40.24% |
$383K - $388K
|
26.6K
$1.35M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.46K+ 23.18% |
$324K - $329K
|
34.4K
$1.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
5.63KNew |
$283K - $287K
|
5.63K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.86KNew |
$244K - $247K
|
4.86K
$246K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.65KNew |
$233K - $237K
|
4.65K
$235K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.65K+ 26.7% |
$233K - $237K
|
22K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.6K+ 7.82% |
$231K - $234K
|
63.3K
$3.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.96K+ 75.11% |
$199K - $202K
|
9.23K
$467K
|
|
|
Nov 07, 2025
Q3 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
3.04K+ 5.07% |
$153K - $155K
|
63.1K
$3.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.57K+ 15.69% |
$129K - $131K
|
18.9K
$957K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.39K+ 31.88% |
$120K - $122K
|
9.88K
$500K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.32K+ 5.82% |
$116K - $118K
|
42.2K
$2.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.24K+ 2.85% |
$113K - $114K
|
80.9K
$4.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.77K+ 6.48% |
$88.8K - $90.1K
|
29.1K
$1.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.68K+ 11.39% |
$84.5K - $85.7K
|
16.5K
$833K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.5K+ 73.64% |
$75.3K - $76.4K
|
3.54K
$179K
|
|
|
Nov 10, 2025
Q3 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.42K+ 2.83% |
$71.1K - $72.1K
|
51.4K
$2.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.29K+ 7.48% |
$64.7K - $65.7K
|
18.5K
$939K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.16K+ 11.68% |
$58.1K - $58.9K
|
11.1K
$560K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.05KNew |
$52.5K - $53.3K
|
1.05K
$53K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.04KNew |
$52.1K - $52.9K
|
1.04K
$52.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
546+ 1.52% |
$27.4K - $27.8K
|
36.4K
$1.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
459+ 0.08% |
$23K - $23.4K
|
593K
$30M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
314New |
$15.8K - $16K
|
314
$15.9K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
208New |
$10.4K - $10.6K
|
208
$10.5K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
164+ 1.55% |
$8.23K - $8.35K
|
10.8K
$545K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
82+ 0.93% |
$4.12K - $4.17K
|
8.86K
$449K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
49+ 0.34% |
$2.46K - $2.49K
|
14.4K
$727K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
17+ 1.1% |
$853 - $865
|
1.56K
$79K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 4.61% |
$502 - $509
|
227
$11.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.23% |
$151 - $153
|
1.32K
$66.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$50.2 - $50.9
|
0
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-68- 0.63% |
$3.41K - $3.46K
|
10.7K
$542K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-105- 9.47% |
$5.27K - $5.35K
|
1K
$50.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-110- 0.32% |
$5.52K - $5.6K
|
34.4K
$1.74M
|
|