TD Waterhouse Canada Inc. FTBD — FIDELITY MERRIMACK STR TR

Ownership history in TD Waterhouse Canada Inc.  ·  9 quarters on record

AI Ownership Summary

TD Waterhouse Canada Inc. reported FIDELITY MERRIMACK STR TR (FTBD) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows FTBD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TD Waterhouse Canada Inc.'s position in FIDELITY MERRIMACK STR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FTBD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTBD stock page TD Waterhouse Canada Inc. fund profile TD Waterhouse Canada Inc. full holdings
How TD Waterhouse Canada Inc. held FTBD — position size vs. price
% of Fund (quarterly)    FTBD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 97.9% +0.3% ❌ 1,228 -58,416 -97.9% 0.00% $61K 2026-02-14 (Est.) $49.62
2025 Q3 ADDED — — — 59,644 +4,061 +7.3% 0.02% $3.0M 2025-11-03 $48.63
2025 Q2 REDUCED 15.9% +2.7% ❌ 55,583 -10,490 -15.9% 0.02% $2.7M 2025-08-11 $47.49
2025 Q1 REDUCED — — — 66,073 -67 -0.1% 0.03% $3.2M 2025-05-09 $46.09
2024 Q4 ADDED — — — 66,140 +84 +0.1% 0.03% $3.2M 2025-02-13 $45.58
2024 Q3 ADDED — — — 66,056 +44,193 +202.1% 0.03% $3.3M 2024-11-12 $45.30
2024 Q2 REDUCED — — — 21,863 -845 -3.7% 0.01% $1.4M 2024-08-02 $45.90
2024 Q1 ADDED — — — 22,708 +16,546 +268.5% 0.01% $1.1M 2024-05-10 $43.86
2023 Q4 INITIATED — — — 6,162 — — 0.00% $319K 2024-02-12 $43.86

🏢 Other funds also holding FTBD

As of 2026 Q1 — sorted by position size

InTrack Investment Management Inc 3Y 0.27% Koshinski Asset Management, Inc. 3Y 7Y 0.04% AdvisorNet Financial, Inc 3Y 7Y 0.02% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About TD Waterhouse Canada Inc. and FTBD

These are the practical questions this page is built to answer before you even open the full history table.

How long has TD Waterhouse Canada Inc. reported owning FTBD?

TD Waterhouse Canada Inc. reported FTBD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FTBD position in TD Waterhouse Canada Inc.'s portfolio?

The largest reported portfolio weight for FTBD was 0.03% in 2024 Q3.

What is the latest reported FTBD position on this page?

The most recent filing on this page is 2025 Q4, when TD Waterhouse Canada Inc. reported 1,228 shares, equal to 0.00% of portfolio, with an estimated market value of $61K.

What does the chart on this FTBD ownership page compare?

The chart compares TD Waterhouse Canada Inc.'s quarterly FTBD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TD Waterhouse Canada Inc. time their FTBD position?

Based on 13F filing dates vs. subsequent FTBD price moves, TD Waterhouse Canada Inc. correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on FTBD relative to SPY over the holding period was -9.9%.

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