Powell Investment Advisors, LLC - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 162 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Powell Investment Advisors, LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$3,953,779
-12.2%
90,457
-8.4%
2.38%
-9.7%
Q2 2023$4,503,399
-38.2%
98,752
-37.4%
2.63%
-35.1%
Q1 2023$7,285,306
+2.0%
157,834
-0.3%
4.05%
-2.2%
Q4 2022$7,139,461
+956.1%
158,230
+943.3%
4.14%
+835.4%
Q3 2022$676,000
+19.6%
15,167
+25.1%
0.44%
+29.2%
Q2 2022$565,000
-6.3%
12,122
+0.3%
0.34%
-2.3%
Q1 2022$603,000
+83.8%
12,085
+95.9%
0.35%
+88.7%
Q4 2021$328,0000.0%6,1700.0%0.19%
-8.4%
Q3 2021$328,000
-0.6%
6,1700.0%0.20%0.0%
Q2 2021$330,000
+1.9%
6,1700.0%0.20%
-4.2%
Q1 2021$324,000
-3.3%
6,1700.0%0.21%
-16.9%
Q4 2020$335,000
-0.9%
6,1700.0%0.26%
-12.1%
Q3 2020$338,000
+1.5%
6,1700.0%0.29%
-9.9%
Q2 2020$333,000
+4.1%
6,1700.0%0.32%
-17.0%
Q1 2020$320,0000.0%6,1700.0%0.39%
+16.2%
Q4 2019$320,0006,1700.33%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q1 2021
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 383,055$20,310,0007.25%
COUNTRY TRUST BANK 4,295,003$227,721,0006.18%
Braun-Bostich & Associates Inc. 475,527$24,723,0005.89%
CMH Wealth Management LLC 362,345$19,212,0005.79%
WEALTH MANAGEMENT RESOURCES, INC. 152,712$8,097,0005.21%
AFFINITY WEALTH MANAGEMENT LLC 475,527$24,723,0005.10%
Hofer & Associates. Inc 103,430$5,484,0004.97%
LVZ, Inc. 607,539$32,212,0004.31%
SENTINEL PENSION ADVISORS INC 234,676$12,443,0003.92%
BAKER BOYER NATIONAL BANK 157,038$8,326,0003.83%
View complete list of FIDELITY MERRIMACK STR TR shareholders