FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 5 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 | 1,997,662 | $90,733,828 | 24.27% |
| Presidio Capital Management, LLC | 660,216 | $29,987,008 | 24.02% |
| CPA Asset Management LLC | 474,569 | $21,554,924 | 15.49% |
| Goodwin Investment Advisory | 513,231 | $23,310,967 | 13.61% |
| Drake & Associates, LLC | 453,050 | $20,577,545 | 9.20% |
| REGIMEN WEALTH, LLC | 445,862 | $20,251,052 | 8.40% |
| Navalign, LLC | 437,137 | $19,854,763 | 7.92% |
| Sunburst Financial Group, LLC | 485,060 | $22,031,425 | 7.69% |
| WEALTH MANAGEMENT RESOURCES, INC. | 288,649 | $13,110,474 | 7.62% |
| Shakespeare Wealth Management, LLC | 475,149 | $21,581,273 | 7.38% |