ANCHOR CAPITAL ADVISORS LLC - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FLDR and the CUSIP is 316188408. A total of 44 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ANCHOR CAPITAL ADVISORS LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q2 2023$304,558
+0.3%
6,1150.0%0.01%0.0%
Q1 2023$303,542
-0.8%
6,115
-1.1%
0.01%0.0%
Q4 2022$306,034
+0.3%
6,1850.0%0.01%0.0%
Q3 2022$305,000
-52.8%
6,185
-52.6%
0.01%
-50.0%
Q2 2022$646,000
-13.2%
13,040
-12.1%
0.02%0.0%
Q1 2022$744,000
+2.3%
14,840
+3.5%
0.02%
+14.3%
Q4 2021$727,000
+14.1%
14,340
+14.4%
0.01%
+7.7%
Q3 2021$637,000
+3.2%
12,535
+3.3%
0.01%
+8.3%
Q2 2021$617,000
+2.0%
12,135
+1.6%
0.01%
-7.7%
Q1 2021$605,000
+47.9%
11,940
+48.9%
0.01%
+44.4%
Q4 2020$409,000
-14.1%
8,020
-13.9%
0.01%
-25.0%
Q3 2020$476,000
-2.9%
9,320
-3.1%
0.01%
-7.7%
Q2 2020$490,000
+3.6%
9,620
-0.5%
0.01%
-7.1%
Q1 2020$473,000
-9.6%
9,670
-6.3%
0.01%
+27.3%
Q4 2019$523,000
-0.9%
10,320
-1.0%
0.01%
-42.1%
Q3 2019$528,00010,4200.02%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q1 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