AE Wealth Management LLC - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FLDR and the CUSIP is 316188408. A total of 39 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$5,014,614
+11.4%
101,224
+12.0%
0.03%
+11.1%
Q2 2023$4,502,505
+19.4%
90,403
+19.0%
0.03%
+12.5%
Q1 2023$3,771,675
-25.2%
75,982
-25.5%
0.02%
-33.3%
Q4 2022$5,045,111
-1.1%
101,963
-1.3%
0.04%
-10.0%
Q3 2022$5,102,000
+645.9%
103,346
+649.2%
0.04%
+700.0%
Q2 2022$684,000
-91.1%
13,795
-91.0%
0.01%
-90.6%
Q1 2022$7,689,000
+1000.0%
153,272
+1011.9%
0.05%
+960.0%
Q4 2021$699,000
-6.2%
13,785
-5.9%
0.01%
-16.7%
Q3 2021$745,000
-16.1%
14,647
-16.2%
0.01%
-25.0%
Q2 2021$888,000
+5.2%
17,474
+5.0%
0.01%
-11.1%
Q1 2021$844,000
+14.4%
16,642
+15.2%
0.01%
+12.5%
Q4 2020$738,000
+17.0%
14,450
+16.9%
0.01%
-11.1%
Q3 2020$631,000
+90.1%
12,356
+89.2%
0.01%
+80.0%
Q2 2020$332,000
-40.6%
6,529
-42.9%
0.01%
-61.5%
Q1 2020$559,00011,4440.01%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q4 2021
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