PERSONAL CFO SOLUTIONS, LLC - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 120 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q4 2021$2,508,000
+2.2%
47,303
+2.4%
0.47%
-6.8%
Q3 2021$2,453,000
-0.2%
46,173
+0.2%
0.50%0.0%
Q2 2021$2,458,000
+8.9%
46,083
+7.0%
0.50%
+3.1%
Q1 2021$2,257,000
+2.6%
43,061
+6.2%
0.49%
-10.3%
Q4 2020$2,199,000
+109850.0%
40,539
+43.7%
0.54%
-18.4%
Q3 2020$2,000
-99.9%
28,207
-9.0%
0.67%
+34.7%
Q2 2020$1,672,000
+528.6%
30,998
+504.0%
0.50%
+415.6%
Q1 2020$266,0005,1320.10%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q2 2020
NameSharesValueWeighting ↓
Epstein & White Financial LLC 464,925$23,217,00013.33%
CMH Wealth Management LLC 328,520$16,413,0009.94%
Cornerstone Wealth Group, LLC 499,942$24,977,0006.27%
LVZ, Inc. 305,737$15,275,0003.57%
Nikulski Financial, Inc. 24,544$1,226,0001.19%
VICUS CAPITAL 133,015$6,781,0001.07%
Brinker Capital Investments, LLC 664,963$33,222,0001.06%
Simplicity Solutions, LLC 316,983$15,836,0000.95%
AE Wealth Management LLC 207,939$10,389,0000.72%
LADENBURG THALMANN FINANCIAL SERVICES INC. 1,227,024$61,303,0000.47%
View complete list of FIDELITY MERRIMACK STR TR shareholders