Equitable Holdings, Inc. - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 5 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Equitable Holdings, Inc. ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$804,074
+28.6%
18,459
+34.1%
0.01%
+33.3%
Q2 2023$625,388
+147.2%
13,769
+150.4%
0.01%
+125.0%
Q1 2023$252,954
+20.2%
5,499
+17.6%
0.00%0.0%
Q4 2022$210,4694,6750.00%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q4 2023
NameSharesValueWeighting ↓
Kowal Investment Group, LLC 1,997,662$90,733,82824.27%
Presidio Capital Management, LLC 660,216$29,987,00824.02%
CPA Asset Management LLC 474,569$21,554,92415.49%
Goodwin Investment Advisory 513,231$23,310,96713.61%
Drake & Associates, LLC 453,050$20,577,5459.20%
REGIMEN WEALTH, LLC 445,862$20,251,0528.40%
Navalign, LLC 437,137$19,854,7637.92%
Sunburst Financial Group, LLC 485,060$22,031,4257.69%
WEALTH MANAGEMENT RESOURCES, INC. 288,649$13,110,4747.62%
Shakespeare Wealth Management, LLC 475,149$21,581,2737.38%
View complete list of FIDELITY MERRIMACK STR TR shareholders