FIDELITY MERRIMACK STR TR shareholder history

Current and past FIDELITY MERRIMACK STR TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 22220.00%0.00%0.00%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
COMMONWEALTH EQUITY SERVICES, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
WELLS FARGO & COMPANY/MN 1910.00%0.00%0.00%Q2 2018Q3 202320
Arete Wealth Advisors, LLC 18180.00%0.24%0.42%Q2 2019Q3 202318
JANE STREET GROUP, LLC 1610.00%0.00%0.01%Q3 2018Q3 202318
ROYAL BANK OF CANADA 18180.00%0.00%0.00%Q2 2019Q3 202318
IFP Advisors, Inc 17170.00%0.00%0.01%Q3 2019Q3 202317
ANCHOR CAPITAL ADVISORS LLC 16160.01%0.01%0.02%Q3 2019Q2 202316
UBS Group AG 16160.00%0.01%0.02%Q4 2019Q3 202316
SHUFRO ROSE & CO LLC 16160.02%0.03%0.06%Q4 2019Q3 202316
Advisory Services Network, LLC 1320.01%0.02%0.04%Q4 2019Q3 202315
Strategic Blueprint, LLC 15150.02%0.09%0.19%Q1 2020Q3 202315
AE Wealth Management LLC 15150.01%0.02%0.05%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.06%Q1 2020Q3 202315
LPL Financial LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Bedel Financial Consulting, Inc. 13130.00%0.00%0.00%Q1 2019Q1 202213
Alhambra Investment Management LLC 12120.15%0.39%0.74%Q3 2020Q2 202312
Citadel Advisors 820.00%0.00%0.00%Q4 2019Q2 202312
Cambridge Investment Research Advisors, Inc. 840.00%0.00%0.00%Q3 2020Q3 202312
Raymond James Financial Services Advisors, Inc. 720.00%0.00%0.01%Q1 2020Q3 202312
JNBA Financial Advisors 11110.00%0.00%0.00%Q1 2021Q3 202311
MORGAN STANLEY 1010.00%0.00%0.00%Q4 2020Q3 202311
Kestra Advisory Services, LLC 510.00%0.01%0.01%Q3 2020Q3 202311
FMR LLC 710.00%0.00%0.00%Q1 2020Q3 202310
Elmwood Wealth Management, Inc. 720.13%0.15%0.18%Q1 2021Q2 20239
Steward Partners Investment Advisory, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Financial Partners Group, Inc 630.30%1.10%1.90%Q2 2019Q3 20219
Main Street Financial Solutions, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
New Millennium Group LLC 880.04%0.18%0.32%Q4 2021Q3 20238
Belpointe Asset Management LLC 620.00%0.05%0.15%Q3 2020Q1 20238
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 880.18%1.10%1.79%Q3 2019Q2 20218
Capital Market Strategies LLC 520.31%0.36%0.41%Q4 2021Q3 20237
Prospera Financial Services Inc 510.01%0.03%0.08%Q4 2018Q4 20207
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q1 2020Q3 20237
Kovack Advisors, Inc. 770.03%0.04%0.05%Q1 2022Q3 20237
ENVESTNET ASSET MANAGEMENT INC 520.00%0.00%0.00%Q3 2021Q3 20237
Lineweaver Wealth Advisors, LLC 770.12%0.98%2.03%Q4 2019Q2 20217
AXXCESS WEALTH MANAGEMENT, LLC 770.02%0.02%0.03%Q4 2021Q2 20237
Lido Advisors, LLC 660.00%0.00%0.01%Q4 2020Q1 20226
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.02%0.08%Q3 2018Q4 20196
SELDON CAPITAL LP 510.23%0.28%0.34%Q4 2021Q3 20236
Spire Wealth Management 660.00%0.00%0.00%Q1 2021Q2 20226
Ancora Advisors LLC 660.00%0.01%0.01%Q4 2019Q1 20216
FORTE ASSET MANAGEMENT LLC 660.16%0.18%0.19%Q2 2022Q3 20236
Mascoma Wealth Management LLC 550.00%0.14%0.70%Q2 2018Q2 20195
Lumature Wealth Partners, LLC 550.02%0.93%3.93%Q2 2022Q2 20235
FLOW TRADERS U.S. LLC 310.08%0.13%0.26%Q3 2019Q4 20215
Private Advisor Group, LLC 320.00%0.00%0.00%Q2 2022Q3 20235
LINCOLN NATIONAL CORP 550.01%0.01%0.02%Q2 2020Q2 20215
MONEY CONCEPTS CAPITAL CORP 410.00%0.00%0.01%Q4 2020Q4 20225
J.W. COLE ADVISORS, INC. 440.02%0.02%0.02%Q4 2022Q3 20234
STIFEL FINANCIAL CORP 440.00%0.00%0.00%Q4 2022Q3 20234
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.01%Q4 2022Q3 20234
ACG Wealth 440.20%0.25%0.27%Q4 2021Q3 20224
Colonial Trust Co / SC 440.02%0.04%0.04%Q4 2022Q3 20234
Seed Wealth Management, Inc. 440.69%0.72%0.74%Q4 2022Q3 20234
MML INVESTORS SERVICES, LLC 220.00%0.00%0.00%Q2 2022Q3 20234
Simplicity Solutions, LLC 440.01%0.01%0.02%Q1 2020Q4 20204
Secure Asset Management, LLC 440.82%1.05%1.28%Q4 2022Q3 20234
FormulaFolio Investments, LLC 440.02%0.05%0.13%Q1 2019Q4 20194
Glass Jacobson Investment Advisors llc 210.04%0.05%0.06%Q4 2022Q3 20233
RAYMOND JAMES & ASSOCIATES 210.00%0.00%0.00%Q4 2019Q2 20223
Advisor Group, Inc. 210.00%0.00%0.00%Q1 2019Q4 20193
Sunbelt Securities, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Clearview Wealth Advisors LLC 330.02%0.02%0.02%Q2 2022Q4 20223
Kraft, Davis & Associates, LLC 212.29%2.41%2.50%Q4 2022Q3 20233
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q2 2018Q3 20182
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.01%Q1 2020Q3 20232
Sowell Financial Services LLC 110.02%0.04%0.06%Q3 2022Q1 20232
WEALTHSOURCE PARTNERS, LLC 220.01%0.05%0.08%Q4 2021Q1 20222
KMG FIDUCIARY PARTNERS, LLC 220.08%0.08%0.08%Q3 2020Q4 20202
AVANTAX ADVISORY SERVICES, INC. 220.01%0.01%0.01%Q3 2020Q4 20202
Watson Rebecca 220.90%1.50%2.10%Q4 2019Q1 20202
Realta Investment Advisors 220.01%0.01%0.01%Q3 2019Q4 20192
ERTS Wealth Advisors, LLC 220.26%0.27%0.28%Q1 2019Q2 20192
CWM, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
HHM Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
TCG Advisors, LP 220.26%0.26%0.27%Q3 2019Q4 20192
Genesee Capital Advisors, LLC 220.49%0.49%0.50%Q2 2023Q3 20232
CITIGROUP INC 110.00%0.00%0.00%Q2 2018Q2 20181
Houlihan Financial Resource Group, Ltd. 110.03%0.03%0.03%Q3 2020Q3 20201
Wealth Alliance Advisory Group, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
B. Riley Wealth Advisors, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
PCA Investment Advisory Services Inc. 110.09%0.09%0.09%Q2 2023Q2 20231
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Investment Solutions, Inc. /IL 110.01%0.01%0.01%Q3 2023Q3 20231
HighTower Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2022Q3 20221
BEAM WEALTH ADVISORS, INC. 110.32%0.32%0.32%Q4 2019Q4 20191
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Virtu Financial LLC 110.04%0.04%0.04%Q2 2018Q2 20181
ACUTE INVESTMENT ADVISORY, LLC 116.84%6.84%6.84%Q3 2023Q3 20231
CREATIVE FINANCIAL DESIGNS INC /ADV 111.92%1.92%1.92%Q2 2022Q2 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 112.97%2.97%2.97%Q1 2022Q1 20221
Brookstone Capital Management 110.02%0.02%0.02%Q3 2023Q3 20231
Plante Moran Financial Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.37%0.37%0.37%Q1 2020Q1 20201
Kingdom Financial Group LLC. 110.22%0.22%0.22%Q3 2023Q3 20231
HRT FINANCIAL LP 110.17%0.17%0.17%Q1 2020Q1 20201
BluePath Capital Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Cetera Investment Advisers 110.00%0.00%0.00%Q3 2023Q3 20231
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q1 2021Q1 20211
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
US BANCORP \DE\ 110.00%0.00%0.00%Q1 2020Q1 20201
Capital Analysts, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Birchcreek Wealth Management, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
FOUNDERS FINANCIAL SECURITIES LLC 110.17%0.17%0.17%Q4 2021Q4 20211
FREEDOM WEALTH ALLIANCE, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
TD Capital Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MGO ONE SEVEN LLC 110.04%0.04%0.04%Q1 2021Q1 20211
External links

This page lists all the filers that currently own FIDELITY MERRIMACK STR TR or have owned FIDELITY MERRIMACK STR TR in the past.