FLDR · Insider trading · 13F holders · Congress trades
Fidelity Merrimack Str Tr (FLDR)
Who is buying and selling FLDR: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 25
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FLDR at a glance
- No open-market insider purchases or sales of FLDR were filed in the last 90 days.
- 25 13F filers hold FLDR among their 50 largest positions, worth $146.4M combined. The biggest bets by portfolio weight are Financially Speaking Inc (36.6%), Athena Wealth Management, LLC (28.6%) and Wealth Management Resources, Inc. (4.9%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
- No member of Congress has disclosed a trade in FLDR.
FLDR insider trading
No open-market insider purchases or sales of FLDR were filed in the last 90 days.
Who owns FLDR? Hedge funds and superinvestors
25 13F filers hold FLDR among their 50 largest positions, worth $146.4M combined. The biggest bets by portfolio weight are Financially Speaking Inc (36.6%), Athena Wealth Management, LLC (28.6%) and Wealth Management Resources, Inc. (4.9%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Athena Wealth Management, LLCWealth manager | 28.6% | $39.9M | 801,191 | -1.4% shares | Q3 2026 |
| Wealth Management Resources, Inc.Wealth manager | 4.9% | $15.9M | 319,392 | +5.0% shares | Q3 2026 |
| WealthTrust Axiom LLCWealth manager | 2.1% | $9.3M | 185,258 | +4.9% shares | Q2 2026 |
| Koshinski Asset Management, Inc.Asset manager | 0.5% | $9.3M | 185,960 | +2.9% shares | Q3 2026 |
| Financially Speaking IncWealth manager | 36.6% | $7.5M | 150,614 | +0.0% shares | Q2 2026 |
| Howard Wealth Management, LLCWealth manager | 2.2% | $6.1M | 123,511 | +20.8% shares | Q3 2026 |
| Kraft, Davis & Associates, LLCWealth manager | 1.2% | $5.8M | 116,895 | +3.9% shares | Q3 2026 |
| Planning Directions IncWealth manager | 2.6% | $5.5M | 110,473 | -7.9% shares | Q2 2026 |
| OmniStar Financial Group, Inc.Wealth manager | 2.1% | $4.8M | 97,224 | — | Q3 2026 |
| RCS Financial Planning, LLCWealth manager | 2.3% | $4.3M | 85,798 | -31.4% shares | Q3 2026 |
| Tableaux LLCWealth manager | 1.7% | $4.2M | 85,381 | -37.5% shares | Q3 2026 |
| Lakeridge Wealth Management LLCWealth manager | 1.5% | $4.0M | 80,545 | +8.5% shares | Q2 2026 |
| Cottage Street Advisors LLCWealth manager | 1.5% | $3.8M | 77,205 | +10.8% shares | Q3 2026 |
| Lowery Thomas, LLCWealth manager | 1.8% | $3.7M | 74,205 | -1.6% shares | Q2 2026 |
| Huntleigh Advisors, Inc.Wealth manager | 0.5% | $3.7M | 73,273 | -29.4% shares | Q2 2026 |
| Perspective Wealth Advisors LLCWealth manager | 1.9% | $3.4M | 68,508 | -44.6% shares | Q2 2026 |
| Flavin Financial Services, Inc.Wealth manager | 1.5% | $2.7M | 54,343 | +65.9% shares | Q3 2026 |
| Burnham & Co LLCWealth manager | 1.7% | $2.2M | 43,014 | — | Q2 2026 |
| TradeWell Securities, LLC.Wealth manager | 0.7% | $2.1M | 41,255 | +14.5% shares | Q3 2026 |
| Schwallier Wealth Management LLCWealth manager | 1.2% | $1.9M | 38,577 | -7.5% shares | Q2 2026 |
| Elm3 Financial Group, LLCWealth manager | 1.2% | $1.9M | 37,351 | +60.6% shares | Q3 2026 |
| Trask Adam RolandInvestment manager | 1.7% | $1.8M | 36,444 | — | Q1 2026 |
| Kastel Capital Advisors, LLCWealth manager | 1.1% | $1.7M | 34,048 | — | Q2 2026 |
| Virtus Wealth Solutions LLCWealth manager | 0.1% | $403K | 8,038 | +0.9% shares | Q2 2026 |
| Mowery & Schoenfeld Wealth Management, LLCWealth manager | 0.4% | $370K | 7,437 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 13, Q2 2026: 11, Q1 2026: 1). Screen FLDR in the grand portfolio →
FLDR stock trades by members of Congress
No member of Congress has disclosed a trade in FLDR.
FLDR questions and answers
Are insiders buying FLDR stock?
No open-market insider purchases or sales of FLDR were filed in the last 90 days.
Which hedge funds own FLDR?
25 13F filers hold FLDR among their 50 largest positions, worth $146.4M combined. The biggest bets by portfolio weight are Financially Speaking Inc (36.6%), Athena Wealth Management, LLC (28.6%) and Wealth Management Resources, Inc. (4.9%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
Has Congress traded FLDR?
No member of Congress has disclosed a trade in FLDR.
Who is the largest holder of FLDR?
Among 13F filers, Athena Wealth Management, LLC reports the largest FLDR position, $39.9M (801,191 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Financially Speaking Inc's: 36.6% of its portfolio.
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