FIDELITY MERRIMACK STR TR

Ticker: FMUB CUSIP: 316188853 Class: MUN BD OPPORTUN

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (10)

Fifth Third Securities, Inc.
Value ($000) $379 Shares 7,432
Concurrent Investment Advisors, LLC
Value ($000) $853 Shares 16,732
IHT Wealth Management, LLC
Value ($000) $328 Shares 6,430
Sigma Planning Corp
Value ($000) $274 Shares 5,148
Sequoia Financial Advisors, LLC
Value ($000) $316 Shares 6,199
ENVESTNET ASSET MANAGEMENT INC
Value ($000) $487 Shares 9,551
Mariner, LLC
Value ($000) $336 Shares 6,595
FLAGSHIP HARBOR ADVISORS, LLC
Value ($000) $57 Shares 1,118
MCF Advisors LLC
Value ($000) $45 Shares 880
HRT FINANCIAL LP
Value ($000) $0 Shares 4,919

Increased Positions (12)

HICKS CAPITAL MANAGEMENT LLC
Value ($000) $530 (+2.8%) Shares 10,401 (+2.6%)
Avidian Wealth Solutions, LLC
Value ($000) $1,580 (+158.8%) Shares 31,000 (+158.3%)
Landmark Wealth Management, LLC
Value ($000) $647 (+5.1%) Shares 12,693 (+4.9%)
COMMONWEALTH EQUITY SERVICES, LLC
Value ($000) $7,486 (+126331.9%) Shares 146,900 (+26.2%)
JPMORGAN CHASE & CO
Value ($000) $2,176 (+137.0%) Shares 42,697 (+136.5%)
JANE STREET GROUP, LLC
Value ($000) $1,149 (+199.5%) Shares 22,549 (+198.9%)
OSAIC HOLDINGS, INC.
Value ($000) $761 (+75.5%) Shares 14,928 (+75.1%)
CWM, LLC
Value ($000) $52 (+4.0%) Shares 1,021,446 (+3.8%)
FMR LLC
Value ($000) $22,846 (+1.2%) Shares 448,307 (+1.0%)
Advisory Services Network, LLC
Value ($000) $1,183 (+5.8%) Shares 23,216 (+5.6%)
Kestra Advisory Services, LLC
Value ($000) $493 (+18.0%) Shares 9,676 (+17.7%)
Aptus Capital Advisors, LLC
Value ($000) $895 (+3.4%) Shares 17,559 (+3.2%)

Exited Positions (2)

CITADEL ADVISORS LLC
Value ($000) $257 Shares 5,053
UBS Group AG
Value ($000) $2 Shares 39