FIDELITY MERRIMACK STR TR - TACTICAL BOND (FTBD) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2023 to Q4 2025

Type / Class
Equity / TACTICAL BOND
Symbol
FTBD
Price per share
$49.52
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
199,799
Total reported value
$9,985,741
% of total 13F portfolios
0%
Share change
+44,535
Value change
+$2,228,542
Number of holders
17
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 17 institutional investors reported holding 199,799 shares of FIDELITY MERRIMACK STR TR - TACTICAL BOND (FTBD).

Institutional Holders of FIDELITY MERRIMACK STR TR - TACTICAL BOND (FTBD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 7,108 $352,003 -$293,349 $49.52 1
2025 Q3 199,799 $9,985,741 +$2,228,542 $50.00 17
2025 Q2 155,264 $7,647,363 -$2,466,101 $49.27 16
2025 Q1 205,607 $10,053,587 -$6,257,010 $48.89 14
2024 Q4 335,681 $16,126,130 +$2,911,843 $48.08 11
2024 Q3 275,117 $13,884,537 +$6,219,752 $50.42 10
2024 Q2 153,329 $7,385,039 -$1,481,853 $48.30 9
2024 Q1 182,932 $8,981,148 -$1,269,305 $49.02 10
2023 Q4 209,030 $10,363,551 -$3,057,462 $49.51 7
2023 Q3 270,926 $12,677,064 -$1,044,305 $46.79 7
2023 Q2 293,109 $14,364,296 +$200,641 $49.00 6
2023 Q1 289,030 $14,376,353 +$14,376,353 $49.74 3