Peterson Wealth Advisors »

Fidelity Merrimack Str Tr shares owned by Peterson Wealth Advisors

Quarter-by-quarter ownership of Fidelity Merrimack Str Tr (FTBD) shares owned by Peterson Wealth Advisors from 13F filings

Historical chart of Peterson Wealth Advisors investment in Fidelity Merrimack Str Tr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Merrimack Str Tr held by Peterson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity Merrimack Str Tr by Peterson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $373k 7.5k 49.93
2025-06-30 $207k 4.2k 49.27
2025-03-31 $202k 4.2k 48.46

More positions owned by Peterson Wealth Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p400 (SPMD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Spdr Series Trust Portfolio S&p600 (SPSM)
Global X Fds 1-3 Month T-bill (CLIP)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Peterson Wealth Advisors

Top funds holding Fidelity Merrimack Str Tr

TD Waterhouse Canada
Citadel Advisors
Commonwealth Equity Services
Koshinski Asset Management
Jane Street
Advisor Group Holdings
Streettalk Advisors
Peterson Wealth Advisors
BG Investment Services
InTrack Investment Management
J.w. Cole Advisors
Arkadios Wealth Advisors
Sunbelt Securities
Royal Bank of Canada
Advisory Services Network

View all funds holding Fidelity Merrimack Str Tr