UBS Group AG - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FLDR and the CUSIP is 316188408. A total of 55 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UBS Group AG ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$21,498,329
-17.5%
433,959
-17.1%
0.01%
-22.2%
Q2 2023$26,062,110
-6.8%
523,283
-7.1%
0.01%
-10.0%
Q1 2023$27,951,771
-8.6%
563,101
-8.9%
0.01%
-9.1%
Q4 2022$30,594,770
-6.1%
618,326
-6.3%
0.01%
-21.4%
Q3 2022$32,570,000
-4.0%
659,711
-3.6%
0.01%0.0%
Q2 2022$33,916,000
+0.2%
684,213
+1.4%
0.01%
+27.3%
Q1 2022$33,849,000
-7.2%
674,746
-6.2%
0.01%
+10.0%
Q4 2021$36,465,000
-12.6%
719,383
-12.4%
0.01%
-23.1%
Q3 2021$41,745,000
-18.9%
820,940
-18.9%
0.01%
-23.5%
Q2 2021$51,463,000
+16.5%
1,012,755
+16.3%
0.02%
+13.3%
Q1 2021$44,161,000
+29.1%
870,856
+29.9%
0.02%
+25.0%
Q4 2020$34,207,000
+55.3%
670,198
+55.4%
0.01%
+50.0%
Q3 2020$22,028,000
+116.6%
431,353
+115.8%
0.01%
+100.0%
Q2 2020$10,172,000
+37574.1%
199,886
+35786.2%
0.00%
Q1 2020$27,000
+8.0%
557
+11.4%
0.00%
Q4 2019$25,0005000.00%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q3 2023
NameSharesValueWeighting ↓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 87,349$4,458,0001.17%
Financial Partners Group, Inc 60,756$3,098,0000.93%
Alhambra Investment Management LLC 26,980$1,378,0000.74%
Arete Wealth Advisors, LLC 43,209$2,205,0000.31%
Lineweaver Wealth Advisors, LLC 7,412$378,0000.15%
Belpointe Asset Management LLC 31,988$1,633,0000.15%
Strategic Blueprint, LLC 9,869$504,0000.13%
KMG FIDUCIARY PARTNERS, LLC 7,849$401,0000.08%
SHUFRO ROSE & CO LLC 12,800$653,0000.06%
LINCOLN NATIONAL CORP 10,988$561,0000.02%
View complete list of FIDELITY MERRIMACK STR TR shareholders