Compass Ion Advisors, LLC - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 414 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Compass Ion Advisors, LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q2 2024$18,898,433
+0.8%
417,091
+0.8%
2.70%
+0.1%
Q1 2024$18,756,458
+2.6%
413,958
+4.2%
2.70%
-5.0%
Q4 2023$18,289,507
+21.0%
397,253
+14.5%
2.84%
+9.5%
Q3 2023$15,112,696346,9402.59%
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