Core Wealth Advisors, Inc. - 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
Core Wealth Advisors, Inc. ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q2 2022$2,289,000
+18975.0%
49,199
+21766.2%
1.41%
+12700.0%
Q1 2021$12,000
-99.6%
225
-99.6%
0.01%
-99.6%
Q4 2020$3,378,000
-10.2%
62,268
-9.5%
3.02%
-14.2%
Q3 2020$3,760,000
+62.1%
68,809
+60.0%
3.52%
+72.2%
Q2 2020$2,319,000
+1755.2%
42,999
+1679.0%
2.04%
+2050.5%
Q1 2020$125,000
-0.8%
2,417
-1.0%
0.10%
+31.9%
Q4 2019$126,0002,4420.07%
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