Allen Capital Group, LLC - FIDELITY MERRIMACK STR TR ownership

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FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 162 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
Allen Capital Group, LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$10,664,196
-6.6%
246,514
-1.9%
1.89%
-3.3%
Q2 2023$11,417,998
-1.8%
251,387
-0.6%
1.95%
-7.5%
Q1 2023$11,630,502
+438.2%
252,837
+419.8%
2.11%
+325.8%
Q3 2022$2,161,000
-22.6%
48,640
-19.0%
0.50%
-12.4%
Q2 2022$2,793,000
-29.2%
60,034
-24.3%
0.57%
-24.0%
Q1 2022$3,946,000
+29.5%
79,284
+38.0%
0.74%
+97.1%
Q4 2021$3,046,000
+11.5%
57,442
+11.7%
0.38%
-31.1%
Q3 2021$2,733,000
+1.9%
51,440
+2.3%
0.55%
+2.0%
Q2 2021$2,682,000
+10.4%
50,286
+8.5%
0.54%
+0.9%
Q1 2021$2,429,000
-6.4%
46,349
-3.1%
0.53%
-14.9%
Q4 2020$2,595,000
+16.3%
47,834
+17.6%
0.63%
+11.8%
Q3 2020$2,231,000
+2.8%
40,691
+1.1%
0.56%
-2.6%
Q2 2020$2,171,000
+26.9%
40,251
+21.8%
0.58%
+9.1%
Q1 2020$1,711,000
+114.4%
33,060
+114.2%
0.53%
+149.8%
Q4 2019$798,000–15,431–0.21%–
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Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q1 2021
NameSharesValueWeighting ↓
Kowal Investment Group, LLC 2,094,466$91,234,92824.62%
Presidio Capital Management, LLC 501,302$21,836,72319.18%
CPA Asset Management LLC 491,598$21,414,00915.02%
Goodwin Investment Advisory 522,298$22,751,29813.46%
Sunburst Financial Group, LLC 816,722$35,576,39312.55%
Blue Chip Partners, LLC 2,153,777$93,818,51111.18%
Legacy Wealth Management, Inc 2,772,731$120,780,14910.56%
Drake & Associates, LLC 463,579$20,193,4829.15%
REGIMEN WEALTH, LLC 498,628$21,720,2488.92%
Coyle Financial Counsel LLC 446,230$19,437,7968.14%
View complete list of FIDELITY MERRIMACK STR TR shareholders