Gladstone Institutional Advisory LLC - FIDELITY MERRIMACK STR TR ownership

Back to all holdings Add to watchlist

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Links
Filings
External links
Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$1,528,957
-8.0%
35,100
-4.0%
0.10%
-2.0%
Q2 2023$1,661,357
+1.6%
36,578
+2.9%
0.10%
-4.7%
Q1 2023$1,634,487
+0.3%
35,532
-1.8%
0.11%
-7.8%
Q4 2022$1,628,915
+97968.3%
36,182
-3.2%
0.12%
-11.5%
Q3 2022$1,661
+8.6%
37,388
+13.7%
0.13%
+7.4%
Q2 2022$1,530
-9.1%
32,891
-2.8%
0.12%
+6.1%
Q1 2022$1,684
-18.0%
33,829
-12.7%
0.11%
-28.3%
Q4 2021$2,054
-5.3%
38,746
-5.1%
0.16%
-25.0%
Q3 2021$2,170
+8.1%
40,834
+8.5%
0.21%
-10.9%
Q2 2021$2,007
+12.5%
37,626
+10.5%
0.24%
-14.1%
Q1 2021$1,784
+1.5%
34,040
+5.1%
0.28%
-20.9%
Q4 2020$1,758
+1.6%
32,397
+2.3%
0.35%
-15.3%
Q3 2020$1,730
-99.9%
31,658
+9.8%
0.41%
+4.3%
Q2 2020$1,555,000
+1.5%
28,826
-2.7%
0.40%
+0.3%
Q1 2020$1,532,000
+7.9%
29,611
+7.9%
0.40%
+13.5%
Q4 2019$1,420,000
+9.4%
27,447
+9.3%
0.35%
+5.5%
Q3 2019$1,298,000
-2.6%
25,104
-3.8%
0.33%
-18.7%
Q2 2019$1,333,000–26,108–0.41%–
 Download
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q2 2022
NameSharesValueWeighting ↓
Kowal Investment Group, LLC 2,094,466$91,234,92824.62%
Presidio Capital Management, LLC 501,302$21,836,72319.18%
CPA Asset Management LLC 491,598$21,414,00915.02%
Goodwin Investment Advisory 522,298$22,751,29813.46%
Sunburst Financial Group, LLC 816,722$35,576,39312.55%
Blue Chip Partners, LLC 2,153,777$93,818,51111.18%
Legacy Wealth Management, Inc 2,772,731$120,780,14910.56%
Drake & Associates, LLC 463,579$20,193,4829.15%
REGIMEN WEALTH, LLC 498,628$21,720,2488.92%
Coyle Financial Counsel LLC 446,230$19,437,7968.14%
View complete list of FIDELITY MERRIMACK STR TR shareholders