CAPTRUST FINANCIAL ADVISORS - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 126 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$842,560
-20.7%
19,343
-17.3%
0.00%
-25.0%
Q2 2023$1,062,405
-9.6%
23,391
-8.4%
0.00%
-20.0%
Q1 2023$1,174,634
-9.9%
25,536
-11.8%
0.01%
-28.6%
Q4 2022$1,303,561
-35.9%
28,955
-36.7%
0.01%
-41.7%
Q3 2022$2,033,000
-23.4%
45,753
-19.6%
0.01%
-29.4%
Q2 2022$2,653,000
-34.0%
56,882
-29.4%
0.02%
-34.6%
Q1 2022$4,020,000
-56.3%
80,622
-53.5%
0.03%
-58.7%
Q4 2021$9,199,000
-56.9%
173,250
-56.8%
0.06%
-64.4%
Q3 2021$21,322,000
+3120.8%
400,724
+3135.8%
0.18%
+2850.0%
Q2 2021$662,000
+1.8%
12,384
-0.0%
0.01%
-14.3%
Q1 2021$650,000
-3.3%
12,3870.0%0.01%
-22.2%
Q4 2020$672,000
+12.2%
12,387
+13.4%
0.01%
-10.0%
Q3 2020$599,000
+4.0%
10,926
+2.6%
0.01%
+11.1%
Q2 2020$576,000
+6.5%
10,6460.0%0.01%
-25.0%
Q1 2020$541,000
-2.0%
10,6460.0%0.01%
+33.3%
Q4 2019$552,0000.0%10,6460.0%0.01%
-52.6%
Q3 2019$552,00010,6460.02%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q3 2020
NameSharesValueWeighting ↓
Kerntke Otto McGlone Wealth Management Group 392,827$20,949,0008.36%
Shakespeare Wealth Management, LLC 358,205$19,182,0007.39%
CMH Wealth Management LLC 356,340$19,004,0006.35%
COUNTRY TRUST BANK 3,508,535$187,110,0005.55%
Insight Wealth Partners, LLC 182,676$9,742,0005.19%
LVZ, Inc. 567,919$30,287,0004.46%
SENTINEL PENSION ADVISORS INC 200,016$10,667,0003.74%
VICUS CAPITAL 387,804$20,682,0003.37%
RWA WEALTH PARTNERS, LLC 815,695$43,501,0003.25%
BAKER BOYER NATIONAL BANK 131,754$6,129,0003.11%
View complete list of FIDELITY MERRIMACK STR TR shareholders