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 170 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2021. 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 2021
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