SEC 13F Intelligence

Wealthtrust Axiom LLC / FLDR

Wealthtrust Axiom LLC’s Fidelity Merrimack Str Tr Position

Does Wealthtrust Axiom LLC own Fidelity Merrimack Str Tr (FLDR)? Yes — 176.6K shares worth $9M (+2.17% of its 13F portfolio) as of Q1 2026, up from 158.4K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
176.6K
% of Portfolio
+2.17%
Quarters Held
5
currently held

Position History FLDR

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $8MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026176.6K$9M+2.17%
Q4 2025158.4K$8M+2.05%
Q3 2025125.0K$6M+1.68%
Q2 202562.4K$3M+0.92%
Q1 202534.4K$2M+0.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthtrust Axiom LLC’s full portfolio or all institutional holders of FLDR.