FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 170 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $395 | -30.3% | 8,697 | -29.5% | 0.00% | 0.0% |
| Q1 2023 | $567 | -47.1% | 12,334 | -48.2% | 0.00% | 0.0% |
| Q4 2022 | $1,072 | -99.6% | 23,810 | +341.7% | 0.00% | – |
| Q2 2022 | $251,000 | -40.0% | 5,390 | -35.8% | 0.00% | – |
| Q1 2022 | $418,000 | -9.5% | 8,400 | -3.4% | 0.00% | -100.0% |
| Q3 2021 | $462,000 | -59.4% | 8,700 | -59.9% | 0.00% | 0.0% |
| Q1 2021 | $1,137,000 | -73.9% | 21,700 | -72.9% | 0.00% | -80.0% |
| Q4 2020 | $4,351,000 | +157.6% | 80,204 | +159.6% | 0.01% | +150.0% |
| Q3 2020 | $1,689,000 | -42.3% | 30,900 | -43.1% | 0.00% | -33.3% |
| Q2 2020 | $2,928,000 | +156.2% | 54,300 | +145.7% | 0.00% | +200.0% |
| Q4 2019 | $1,143,000 | – | 22,100 | – | 0.00% | – |
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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% |