Steward Partners Investment Advisory, LLC - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FLDR and the CUSIP is 316188408. A total of 47 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q2 2024$53,404
-0.1%
1,0700.0%0.00%0.0%
Q1 2024$53,468
-13.9%
1,070
-14.1%
0.00%0.0%
Q4 2023$62,119
-2.3%
1,245
-3.0%
0.00%0.0%
Q3 2023$63,609
-0.5%
1,2840.0%0.00%0.0%
Q2 2023$63,950
+1.0%
1,284
+0.7%
0.00%0.0%
Q1 2023$63,290
+0.3%
1,2750.0%0.00%0.0%
Q4 2022$63,087
-7.2%
1,275
-7.0%
0.00%0.0%
Q3 2022$68,000
-11.7%
1,371
-12.3%
0.00%0.0%
Q2 2022$77,000
-13.5%
1,563
-12.2%
0.00%0.0%
Q1 2022$89,000
-16.8%
1,780
-15.7%
0.00%
-50.0%
Q4 2021$107,000
-13.0%
2,111
-12.6%
0.00%0.0%
Q3 2021$123,0002,4140.00%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q2 2023
NameSharesValueWeighting ↓
ERTS Wealth Advisors, LLC 15,591$785,0000.26%
Prospera Financial Services Inc 5,005$252,0000.08%
FormulaFolio Investments, LLC 11,568$582,0000.03%
COMMONWEALTH EQUITY SERVICES, LLC 54,902$2,764,0000.01%
JANE STREET GROUP, LLC 14,783$744,0000.00%
Mascoma Wealth Management LLC 20$1,0000.00%
Bedel Financial Consulting, Inc. 19$1,0000.00%
BANK OF AMERICA CORP /DE/ 50,609$2,549,0000.00%
LADENBURG THALMANN FINANCIAL SERVICES INC. 810$41,0000.00%
Advisor Group, Inc. 251$13,0000.00%
View complete list of FIDELITY MERRIMACK STR TR shareholders