Windsor Wealth Management, Inc. - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 221 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$14,536
+11.7%
333,692
+16.4%
2.66%
+13.9%
Q2 2023$13,016
+18.2%
286,566
+20.2%
2.34%
+9.5%
Q1 2023$11,010
+76.2%
238,363
+75.1%
2.14%
+65.4%
Q4 2022$6,248
-99.7%
136,113
+172.2%
1.29%
+133.5%
Q3 2022$2,219,000
+35.8%
50,001
+43.2%
0.55%
+32.6%
Q2 2022$1,634,00034,9080.42%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q2 2022
NameSharesValueWeighting ↓
LVZ, Inc. 447,820$22,454,0007.78%
WealthTrust-Arizona, LLC 160,609$8,053,0004.15%
Summit X, LLC 40,852$2,043,0001.46%
Brinker Capital Investments, LLC 498,661$25,003,0000.95%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 76,738$3,847,0000.55%
Arete Wealth Advisors, LLC 17,979$901,0000.41%
LADENBURG THALMANN FINANCIAL SERVICES INC. 684,214$34,327,0000.40%
JOYN Advisors, Inc. 17,081$856,0000.25%
RWA WEALTH PARTNERS, LLC 36,922$1,851,0000.23%
Traynor Capital Management, Inc. 8,846$443,0000.22%
View complete list of FIDELITY MERRIMACK STR TR shareholders