Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / TACTICAL BOND
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Number of holders
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14
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Total 13F shares, excl. options
-
205,607
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Shares change
-
-130,074
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Total reported value, excl. options
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$10,053,587
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Value change
-
-$6,257,010
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Number of buys
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9
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Number of sells
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5
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Price
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$48.89
Institutional Holders of FIDELITY MERRIMACK STR TR - TACTICAL BOND (FTBD) as of Q1 2025
As of 31 Mar 2025 FIDELITY MERRIMACK STR TR - TACTICAL BOND (FTBD) had 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 205,607 shares of stock of the company.
Largest 10 holders included TD Waterhouse Canada Inc., JANE STREET GROUP, LLC, Koshinski Asset Management, Inc., CITADEL ADVISORS LLC, COMMONWEALTH EQUITY SERVICES, LLC, BG Investment Services, Inc., OSAIC HOLDINGS, INC., J.W. COLE ADVISORS, INC., Peterson Wealth Advisors, LLC, and UBS Group AG.
This table shows 14 institutional shareholders of the security as of 31 Mar 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.