Powell Investment Advisors, LLC - FIDELITY MERRIMACK STR TR ownership

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FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

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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$320,000–6,170–0.33%–
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Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q3 2023
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