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 | $12,581,656 | -6.0% | 288,836 | -2.0% | 5.12% | +3.3% |
| Q2 2023 | $13,388,237 | +0.1% | 294,831 | +1.4% | 4.95% | -4.0% |
| Q1 2023 | $13,379,790 | +8.2% | 290,865 | +5.9% | 5.16% | -0.7% |
| Q4 2022 | $12,369,746 | +4.8% | 274,762 | +3.4% | 5.19% | -0.9% |
| Q3 2022 | $11,803,000 | +92.6% | 265,658 | +101.6% | 5.24% | +68.5% |
| Q2 2022 | $6,129,000 | -12.3% | 131,754 | -6.1% | 3.11% | -7.6% |
| Q1 2022 | $6,987,000 | -16.1% | 140,382 | -10.6% | 3.36% | -12.1% |
| Q4 2021 | $8,326,000 | +35.8% | 157,038 | +19.2% | 3.83% | +23.1% |
| Q2 2021 | $6,129,000 | – | 131,754 | – | 3.11% | – |
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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% |