SEC 13F Intelligence

Howard Wealth Management, LLC / FLDR

Howard Wealth Management, LLC’s Fidelity Merrimack Str Tr Position

Does Howard Wealth Management, LLC own Fidelity Merrimack Str Tr (FLDR)? Yes — 62.5K shares worth $3M (+1.32% of its 13F portfolio) as of Q1 2026, up from 50.7K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
62.5K
% of Portfolio
+1.32%
Quarters Held
4
currently held

Position History FLDR

Reported value by quarter
Q2 ’25: $985,223Q2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202662.5K$3M+1.32%
Q4 202550.7K$3M+1.11%
Q3 202538.0K$2M+0.88%
Q2 202519.7K$985,223+0.50%

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