Sowell Financial Services LLC - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 68 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$1,132,000
+10.1%
25,894
+14.8%
0.07%
+24.6%
Q2 2023$1,028,000
+286251.0%
22,552
+189.1%
0.06%
+103.6%
Q1 2023$359
-74.0%
7,801
-74.5%
0.03%
-68.5%
Q4 2022$1,382
-99.9%
30,583
+28.4%
0.09%
+21.9%
Q4 2021$1,265,000
+23.8%
23,826
+24.1%
0.07%
+5.8%
Q3 2021$1,022,000
+41.6%
19,201
+42.1%
0.07%
+43.8%
Q2 2021$722,000
-34.1%
13,517
-34.6%
0.05%
+26.3%
Q1 2021$1,095,000
+21.7%
20,672
+24.7%
0.04%0.0%
Q4 2020$900,000
+0.2%
16,583
+0.9%
0.04%
-15.6%
Q3 2020$898,000
+11.4%
16,434
+9.9%
0.04%
+2.3%
Q2 2020$806,000
-68.6%
14,951
-69.9%
0.04%
-76.8%
Q1 2020$2,566,000
+276.8%
49,592
+276.6%
0.19%
+265.4%
Q4 2019$681,000
+7.6%
13,169
+7.5%
0.05%0.0%
Q3 2019$633,000
+156.3%
12,253
+148.1%
0.05%
+85.7%
Q1 2019$247,0004,9380.03%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q1 2019
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 383,055$20,310,0007.25%
COUNTRY TRUST BANK 4,295,003$227,721,0006.18%
Braun-Bostich & Associates Inc. 475,527$24,723,0005.89%
CMH Wealth Management LLC 362,345$19,212,0005.79%
WEALTH MANAGEMENT RESOURCES, INC. 152,712$8,097,0005.21%
AFFINITY WEALTH MANAGEMENT LLC 475,527$24,723,0005.10%
Hofer & Associates. Inc 103,430$5,484,0004.97%
LVZ, Inc. 607,539$32,212,0004.31%
SENTINEL PENSION ADVISORS INC 234,676$12,443,0003.92%
BAKER BOYER NATIONAL BANK 157,038$8,326,0003.83%
View complete list of FIDELITY MERRIMACK STR TR shareholders