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Showing 8 of 24 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in FIDELITY MERRIMACK STR TR

Kestra Advisory Services, LLC holds 406,348 shares of FLDR (FIDELITY MERRIMACK STR TR), worth $20.4M as of 2026-Q2. The position was increased (+34.5% shares). FLDR represents 0.1% of Kestra Advisory Services, LLC's portfolio.

Current Value

$20.4M

Current Shares

406,348

Total Value Change

+$18.7M

Total Shares Change

+373,516

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
406,348
+34.5%
$20.4M0.1%$49.94
37
2026-Q1
Increased
302,142
+22.6%
$15.1M0.1%$49.39
34
2025-Q4
Increased
246,400
+25.8%
$12.4M0.1%$49.07
34
2025-Q3
Increased
195,904
+11.3%
$9.8M0.0%$48.49
31
2025-Q2
Increased
175,940
+33.1%
$8.8M0.0%$47.79
35
2025-Q1
Increased
132,189
+226.2%
$6.6M0.0%$47.27
44
2024-Q4
Increased
40,528
+23.4%
$2M0.0%$46.55
31
2024-Q3
Increased
32,832
+31.6%
$1.6M0.0%$46.02
33

Other major holders of FLDR: FMR LLC, WELLS FARGO & COMPANY/MN

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