FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,495,535 | +2.9% | 309,184 | +7.1% | 6.52% | -14.5% |
| Q2 2023 | $13,110,474 | +86.7% | 288,649 | +89.9% | 7.62% | +76.5% |
| Q1 2023 | $7,020,391 | +5.4% | 151,978 | +2.7% | 4.32% | 0.0% |
| Q4 2022 | $6,659,155 | +6.0% | 147,915 | +4.6% | 4.32% | +3.3% |
| Q3 2022 | $6,285,000 | -2.0% | 141,459 | +2.6% | 4.18% | +6.0% |
| Q2 2022 | $6,413,000 | -17.2% | 137,815 | -11.5% | 3.94% | -26.3% |
| Q1 2022 | $7,749,000 | -4.3% | 155,691 | +2.0% | 5.35% | +2.7% |
| Q4 2021 | $8,097,000 | – | 152,712 | – | 5.21% | – |
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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% |