Skip to content

FIGB FIDELITY MERRIMACK STR TR

Follow

CMN (fund)

31 managers (31 13F filers) reported a position in FIGB shares at 2025-03-31, 917,662 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
31
13F filers
31
New
8
Added
9
Reduced
10
Sold out
2
Shares held by filers
917,662

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Anson Capital, Inc.180,778$7.77M6.68%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC143,648$6.18M0.1%-50,97513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…105,707$4.55M0.01%+19,32013F-HRTimeline
Noble Wealth Management PBC80,493$3.46M2.37%-9,05013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC71,774$3.09M<0.01%+15,72113F-HRTimeline
FLOW TRADERS U.S. LLC35,834$1.54M0.06%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,656$1.45M<0.01%+18,43613F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.32,791$1.41M0.01%+33513F-HRTimeline
Bill Few Associates, Inc.26,844$1.15M0.41%+1,03713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,750$1.06M<0.01%-6,98113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,548$1.06M<0.01%-6,84513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,750$1.02M<0.01%+18,13713F-HRTimelineGroup
Cambridge Investment Research Advisors,…23,408$1.01M<0.01%-1,52113F-HRTimeline
OmniStar Financial Group, Inc.23,153$997K0.79%-34,47613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,586$928K<0.01%new13F-HRTimelineGroup
Peterson Wealth Advisors, LLC13,957$600K0.12%-1,61313F-HRTimeline
HARBOUR INVESTMENTS, INC.13,480$580K0.02%-1,66113F-HRTimeline
Kovack Advisors, Inc.9,324$401K0.04%+9813F-HRTimeline
Janney Montgomery Scott LLC7,275$313K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,316$229K<0.01%new13F-HRTimelineGroup
Virtus Wealth Solutions LLC5,120$220K0.07%-17813F-HRTimeline
AMERIFLEX GROUP, INC.4,528$195K0.08%new13F-HRTimeline
IFP Advisors, Inc3,315$143K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC876$37.7K<0.01%+55513F-HRTimelineGroup
CWM, LLCin group CWM, LLC685$29K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.430$18.5K0.01%-3013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/357$15.4K<0.01%013F-HRTimelineGroup
Arax Advisory Partners245$10.5K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY17$743<0.01%+513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17$731<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.