Purchases and Sales Made in Q4 2025 in Fidelity Merrimack Str Tr LTD (FLTB)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr LTD (FLTB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
15.7K+ 10.62% |
$792K - $798K
|
163K
$8.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
7.88KNew |
$398K - $402K
|
7.88K
$399K
|
|
|
Jan 20, 2026
Q4 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
3K+ 4.76% |
$152K - $153K
|
66.1K
$3.35M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.26KNew |
$114K - $115K
|
2.26K
$114K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
2KNew |
$101K - $102K
|
2K
$101K
|
|
|
Jan 23, 2026
Q4 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.9K+ 14.39% |
$96K - $96.7K
|
15.1K
$764K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.75KNew |
$88.6K - $89.3K
|
1.75K
$88.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.44K+ 459.24% |
$72.9K - $73.5K
|
1.76K
$88.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
811New |
$41K - $41.3K
|
811
$41.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
694New |
$35.1K - $35.4K
|
694
$35.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
375+ 2.02% |
$19K - $19.1K
|
18.9K
$958K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
100New |
$5.06K - $5.1K
|
100
$5.06K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
62+ 6200.0% |
$3.13K - $3.16K
|
63
$3.19K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
16+ 1.02% |
$809 - $815
|
1.58K
$79.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-509- 2.53% |
$25.7K - $25.9K
|
19.6K
$992K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-800- 7.48% |
$40.4K - $40.8K
|
9.89K
$501K
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.15K- 6.44% |
$57.9K - $58.4K
|
16.6K
$842K
|
|
|
Jan 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.41K- 14.29% |
$71.4K - $72K
|
8.47K
$429K
|
|
|
Jan 28, 2026
Q4 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.73K- 16.09% |
$87.6K - $88.3K
|
9.04K
$458K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.75K- 6.52% |
$139K - $140K
|
39.4K
$2M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.24K- 7.34% |
$214K - $216K
|
53.4K
$2.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.37K- 26.15% |
$322K - $325K
|
18K
$912K
|
|
|
Jan 23, 2026
Q4 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-7.08K- 21.62% |
$358K - $361K
|
25.7K
$1.3M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-135K- 22.76% |
$6.83M - $6.88M
|
458K
$23.2M
|
|