Kestra Advisory Services, LLC - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 172 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$31,894,066
+1.8%
732,187
+6.1%
0.31%0.0%
Q2 2023$31,344,660
+20.0%
690,107
+21.6%
0.31%
+11.0%
Q1 2023$26,114,725
+210.2%
567,712
+203.6%
0.28%
+277.3%
Q4 2022$8,418,425
-99.9%
186,993
-43.3%
0.08%
-3.8%
Q3 2022$7,330,323,000
+96288.2%
329,642
+101.7%
0.08%0.0%
Q2 2022$7,605,000
-15.6%
163,438
-9.7%
0.08%
-17.0%
Q1 2022$9,012,000
-49.6%
181,075
-46.3%
0.09%
-48.1%
Q4 2021$17,871,000
+2.6%
337,067
+2.8%
0.18%
+4.0%
Q3 2021$17,419,000
+1.6%
327,852
+2.0%
0.17%
-10.8%
Q2 2021$17,141,000
+2.6%
321,415
+0.9%
0.20%
-8.0%
Q1 2021$16,699,000
+13.1%
318,616
+16.8%
0.21%
+24.0%
Q4 2020$14,768,000
-99.9%
272,679
+31.7%
0.17%
-19.0%
Q3 2020$11,297,000,000207,1130.21%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q3 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