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 | $896,770 | -26.6% | 20,587 | -23.5% | 0.04% | -23.7% |
| Q2 2023 | $1,222,344 | -2.6% | 26,912 | -1.4% | 0.06% | -9.2% |
| Q1 2023 | $1,254,972 | -83.7% | 27,282 | -84.0% | 0.06% | -84.6% |
| Q4 2022 | $7,684,509 | -3.5% | 170,691 | -4.8% | 0.42% | -11.7% |
| Q3 2022 | $7,962,000 | -10.5% | 179,213 | -6.2% | 0.48% | -7.9% |
| Q2 2022 | $8,892,000 | -26.0% | 191,098 | -20.9% | 0.52% | -12.0% |
| Q1 2022 | $12,024,000 | -19.6% | 241,598 | -14.3% | 0.59% | -14.6% |
| Q4 2021 | $14,952,000 | +9.6% | 282,014 | +9.8% | 0.69% | +0.9% |
| Q3 2021 | $13,647,000 | +14.7% | 256,856 | +15.1% | 0.68% | +12.5% |
| Q2 2021 | $11,899,000 | +8.8% | 223,122 | +6.9% | 0.61% | +3.2% |
| Q1 2021 | $10,938,000 | +5.8% | 208,695 | +9.5% | 0.59% | +0.7% |
| Q4 2020 | $10,335,000 | +15.0% | 190,515 | +15.9% | 0.59% | +2.1% |
| Q3 2020 | $8,985,000 | +329.5% | 164,403 | +323.8% | 0.57% | +290.5% |
| Q2 2020 | $2,092,000 | +35.1% | 38,797 | +29.7% | 0.15% | +11.4% |
| Q1 2020 | $1,548,000 | +33.4% | 29,917 | +33.5% | 0.13% | +69.2% |
| Q4 2019 | $1,160,000 | +8.8% | 22,415 | +8.7% | 0.08% | +1.3% |
| Q3 2019 | $1,066,000 | +42.3% | 20,624 | +40.5% | 0.08% | +37.5% |
| Q2 2019 | $749,000 | +56.4% | 14,674 | +53.0% | 0.06% | +51.4% |
| Q1 2019 | $479,000 | +199.4% | 9,589 | +190.0% | 0.04% | +146.7% |
| Q4 2018 | $160,000 | – | 3,306 | – | 0.02% | – |
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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% |