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Disclosery

FLTB FIDELITY MERRIMACK STR TR

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LTD TRM BD ETF (fund)

66 managers (67 13F filers) reported a position in FLTB shares at 2025-03-31, 2,555,401 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
66
13F filers
67
New
11
Added
27
Reduced
15
Sold out
4
Shares held by filers
2,555,401

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
UBS Group AGin group UBS Group AG564,219$28.3M0.01%+75,12913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC327,438$16.4M0.02%+11,83413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC203,132$10.2M<0.01%+31,34913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY179,927$9.01M<0.01%+21,95213F-HRTimelineGroup
Holos Integrated Wealth LLC118,305$5.93M3.89%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/93,764$4.7M<0.01%+14,41613F-HRTimelineGroup
LPL Financial LLC92,958$4.66M<0.01%-12,24713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.81,196$4.07M0.01%+6,30713F-HRTimelineGroup
Regal Investment Advisors LLC76,908$3.85M0.31%-19013F-HRTimeline
Vestmark Advisory Solutions, Inc.72,407$3.63M0.09%+5,80913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC63,911$3.2M0.01%new13F-HRTimelineGroup
Salus Financial Advisors, LLC55,683$2.79M2.11%+5,46413F-HRTimeline
Algorithmic Investment Models, LLC47,839$2.4M1.76%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC43,681$2.19M0.04%-50413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding41,197$2.06M+19,425Timeline
ISLAY CAPITAL MANAGEMENT, LLC40,355$2.02M1.36%+31,48313F-HRTimeline
Grey Ledge Advisors, LLC35,360$1.77M0.47%+54313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,976$1.7M<0.01%+25,79813F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,939$1.5M<0.01%-10,09513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,195$1.26M<0.01%-15,30513F-HRTimelineGroup
Great Lakes Retirement, Inc.24,911$1.25M0.16%-1,16913F-HRTimeline
MML INVESTORS SERVICES, LLC23,057$1.16M<0.01%+1,95913F-HRTimeline
Lakeridge Wealth Management LLC17,212$862K0.43%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC16,496$826K0.11%new13F-HRTimeline
Koshinski Asset Management, Inc.14,578$730K0.06%+4,49913F-HRTimeline
Dynamic Advisor Solutions LLC14,298$716K0.02%-20213F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI13,955$699K0.05%+2,26313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,926$698K0.01%+3,80413F-HR/ATimelineGroup
B. Riley Wealth Advisors, Inc.13,669$685K0.02%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC12,450$624K0.07%+4,55713F-HRTimelineGroup
Soltis Investment Advisors LLC12,256$614K0.05%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,118$604K<0.01%013F-HR/ATimelineGroup
WNY Asset Management, LLC11,484$575K0.07%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,004$551K<0.01%-3,53813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,779$540K<0.01%-3,34513F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.10,687$535K0.09%-59313F-HRTimeline
IFP Advisors, Inc10,347$518K0.02%-1,89513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,467$474K<0.01%+5,05113F-HRTimelineGroup
Rehmann Capital Advisory Group9,386$470K0.03%+1,56613F-HRTimeline
Dentgroup LLC9,036$453K0.34%-1,05713F-HRTimeline
Aviso Financial Inc.8,920$446K0.02%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,014$401K0.01%013F-HRTimelineGroup
United Advisor Group, LLC6,880$346K0.07%+17313F-HRTimeline
Cambridge Investment Research Advisors,…5,022$252K<0.01%+46113F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC4,523$227K0.13%+19513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,205$211K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,900$195K<0.01%013F-HRTimelineGroup
WealthTrak Capital Management LLC2,510$126K0.11%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,480$124K<0.01%+2,02213F-HR/ATimelineGroup
Glass Jacobson Investment Advisors llc2,375$118K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,037$102K<0.01%013F-HR/ATimelineGroup
Roxbury Financial LLC1,522$76.3K0.07%+1713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,402$70.2K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.1,111$55.7K<0.01%+213F-HRTimeline
Allworth Financial LP487$24.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC485$24K<0.01%+613F-HRTimelineGroup
FMR LLCin group FMR LLC301$15.1K<0.01%+30013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC217$10.8K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC188$9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.160$8.01K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.85$4.26K<0.01%+113F-HRTimeline
Wilmington Savings Fund Society, FSB55$2.75K<0.01%new13F-HRTimeline
New Millennium Group LLC13$631<0.01%013F-HRTimeline
AE Wealth Management LLC3$136<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$6<0.01%-50713F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-5,96513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.