AXXCESS WEALTH MANAGEMENT, LLC - 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
AXXCESS WEALTH MANAGEMENT, LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q2 2023$371,949
+20.9%
7,468
+20.5%
0.03%
+17.4%
Q1 2023$307,586
-2.9%
6,196
-3.2%
0.02%
-11.5%
Q4 2022$316,679
+56.8%
6,400
+56.8%
0.03%
+36.8%
Q3 2022$202,000
-2.4%
4,082
-2.3%
0.02%0.0%
Q2 2022$207,000
-3.3%
4,179
-2.3%
0.02%
+11.8%
Q1 2022$214,000
+1.4%
4,276
+3.0%
0.02%
+13.3%
Q4 2021$211,0004,1530.02%
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