AFS Financial Group, LLC - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 348 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
AFS Financial Group, LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q2 2024$926,502
-77.5%
20,621
-77.3%
12.40%
-28.5%
Q1 2024$4,122,802
-78.4%
90,991
-78.1%
17.36%
-3.2%
Q4 2023$19,107,253
+2825.8%
415,014
+2668.2%
17.94%
+3922.2%
Q3 2023$653,05214,9920.45%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q3 2023
NameSharesValueWeighting ↓
LVZ, Inc. 447,820$22,454,0007.78%
WealthTrust-Arizona, LLC 160,609$8,053,0004.15%
Summit X, LLC 40,852$2,043,0001.46%
Brinker Capital Investments, LLC 498,661$25,003,0000.95%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 76,738$3,847,0000.55%
Arete Wealth Advisors, LLC 17,979$901,0000.41%
LADENBURG THALMANN FINANCIAL SERVICES INC. 684,214$34,327,0000.40%
JOYN Advisors, Inc. 17,081$856,0000.25%
RWA WEALTH PARTNERS, LLC 36,922$1,851,0000.23%
Traynor Capital Management, Inc. 8,846$443,0000.22%
View complete list of FIDELITY MERRIMACK STR TR shareholders