FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 147 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,446,000 | +42.3% | 446,408 | +48.4% | 0.01% | +25.0% |
| Q2 2023 | $13,665,000 | +1050.3% | 300,838 | +1065.2% | 0.00% | – |
| Q1 2023 | $1,188,000 | +8.9% | 25,818 | +6.6% | 0.00% | – |
| Q4 2022 | $1,091,000 | -27.4% | 24,214 | -28.4% | 0.00% | – |
| Q3 2022 | $1,503,000 | +112.3% | 33,815 | +121.9% | 0.00% | – |
| Q2 2022 | $708,000 | -96.2% | 15,241 | -95.9% | 0.00% | -100.0% |
| Q1 2022 | $18,689,000 | -27.6% | 375,515 | -22.9% | 0.01% | -16.7% |
| Q4 2021 | $25,811,000 | +1004.0% | 486,826 | +1006.3% | 0.01% | +500.0% |
| Q3 2021 | $2,338,000 | +18.0% | 44,004 | +18.3% | 0.00% | 0.0% |
| Q2 2021 | $1,982,000 | -0.9% | 37,185 | -2.5% | 0.00% | 0.0% |
| Q1 2021 | $1,999,000 | +26.5% | 38,129 | +30.9% | 0.00% | – |
| Q4 2020 | $1,580,000 | +18.5% | 29,122 | +19.5% | 0.00% | – |
| Q3 2020 | $1,333,000 | +16.0% | 24,380 | +14.5% | 0.00% | – |
| Q2 2020 | $1,149,000 | +2.7% | 21,292 | -1.6% | 0.00% | -100.0% |
| Q1 2020 | $1,119,000 | -0.3% | 21,642 | -0.2% | 0.00% | – |
| Q4 2019 | $1,122,000 | +38.3% | 21,696 | +38.3% | 0.00% | – |
| Q3 2019 | $811,000 | +20.9% | 15,690 | +19.3% | 0.00% | – |
| Q2 2019 | $671,000 | +46.5% | 13,153 | +43.6% | 0.00% | – |
| Q1 2019 | $458,000 | -42.3% | 9,160 | -44.0% | 0.00% | – |
| Q4 2018 | $794,000 | +137.0% | 16,353 | +137.1% | 0.00% | – |
| Q3 2018 | $335,000 | +86.1% | 6,897 | +87.2% | 0.00% | – |
| Q2 2018 | $180,000 | -32.8% | 3,685 | -32.6% | 0.00% | – |
| Q1 2018 | $268,000 | -12.1% | 5,470 | -9.6% | 0.00% | – |
| Q4 2017 | $305,000 | -57.0% | 6,054 | -57.1% | 0.00% | – |
| Q3 2017 | $710,000 | +433.8% | 14,112 | +433.7% | 0.00% | – |
| Q2 2017 | $133,000 | +1562.5% | 2,644 | +1502.4% | 0.00% | – |
| Q1 2017 | $8,000 | -97.4% | 165 | -97.3% | 0.00% | – |
| Q4 2016 | $308,000 | +2.3% | 6,183 | +5.0% | 0.00% | – |
| Q3 2016 | $301,000 | -26.0% | 5,887 | -27.2% | 0.00% | – |
| Q2 2016 | $407,000 | +3.0% | 8,087 | 0.0% | 0.00% | – |
| Q1 2016 | $395,000 | +706.1% | 8,087 | +704.7% | 0.00% | – |
| Q3 2015 | $49,000 | +716.7% | 1,005 | +766.4% | 0.00% | – |
| Q2 2015 | $6,000 | – | 116 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kowal Investment Group, LLC | 2,094,466 | $91,234,928 | 24.62% |
| Presidio Capital Management, LLC | 501,302 | $21,836,723 | 19.18% |
| CPA Asset Management LLC | 491,598 | $21,414,009 | 15.02% |
| Goodwin Investment Advisory | 522,298 | $22,751,298 | 13.46% |
| Sunburst Financial Group, LLC | 816,722 | $35,576,393 | 12.55% |
| Blue Chip Partners, LLC | 2,153,777 | $93,818,511 | 11.18% |
| Legacy Wealth Management, Inc | 2,772,731 | $120,780,149 | 10.56% |
| Drake & Associates, LLC | 463,579 | $20,193,482 | 9.15% |
| REGIMEN WEALTH, LLC | 498,628 | $21,720,248 | 8.92% |
| Coyle Financial Counsel LLC | 446,230 | $19,437,796 | 8.14% |