BEAM WEALTH ADVISORS, INC. - FIDELITY MERRIMACK STR TR ownership

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%.

Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2022$1,803,000
+40.0%
40,576
+46.6%
2.01%
+40.4%
Q2 2022$1,288,000
+315.5%
27,686
+361.8%
1.43%
+365.8%
Q1 2020$310,000
-73.4%
5,995
-73.4%
0.31%
-71.7%
Q4 2019$1,165,00022,5091.09%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q2 2022
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