FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 126 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,092 | -0.6% | 48,023 | +3.7% | 0.03% | +3.3% |
| Q2 2023 | $2,104 | -12.2% | 46,315 | -11.1% | 0.03% | -14.3% |
| Q1 2023 | $2,396 | -68.9% | 52,084 | -69.6% | 0.04% | -67.6% |
| Q4 2022 | $7,708 | -99.8% | 171,205 | +101.5% | 0.11% | +61.2% |
| Q3 2022 | $3,775,000 | -24.2% | 84,973 | -20.7% | 0.07% | -22.1% |
| Q2 2022 | $4,983,000 | +82.2% | 107,094 | +94.9% | 0.09% | +109.8% |
| Q1 2022 | $2,735,000 | -2.6% | 54,950 | +3.8% | 0.04% | -16.3% |
| Q4 2021 | $2,807,000 | -1.1% | 52,945 | -0.8% | 0.05% | -9.3% |
| Q3 2021 | $2,837,000 | +0.6% | 53,395 | +1.0% | 0.05% | -3.6% |
| Q2 2021 | $2,820,000 | +32.3% | 52,877 | +30.0% | 0.06% | +24.4% |
| Q1 2021 | $2,131,000 | -6.3% | 40,668 | -3.0% | 0.04% | -13.5% |
| Q4 2020 | $2,275,000 | -8.8% | 41,940 | -8.1% | 0.05% | -20.0% |
| Q3 2020 | $2,494,000 | -9.0% | 45,641 | -10.2% | 0.06% | -17.7% |
| Q2 2020 | $2,741,000 | +3.6% | 50,823 | -0.6% | 0.08% | -8.1% |
| Q1 2020 | $2,645,000 | +3.6% | 51,114 | +3.6% | 0.09% | +34.4% |
| Q4 2019 | $2,554,000 | +1.1% | 49,354 | +1.1% | 0.06% | -20.0% |
| Q3 2019 | $2,525,000 | +3.0% | 48,838 | +1.7% | 0.08% | +2.6% |
| Q2 2019 | $2,452,000 | +2.6% | 48,022 | +0.4% | 0.08% | -22.0% |
| Q1 2019 | $2,390,000 | -24.9% | 47,833 | -27.1% | 0.10% | -35.1% |
| Q4 2018 | $3,183,000 | +62.7% | 65,593 | +63.0% | 0.15% | +57.1% |
| Q3 2018 | $1,956,000 | -8.9% | 40,231 | -8.4% | 0.10% | -12.5% |
| Q2 2018 | $2,147,000 | -8.3% | 43,925 | -7.8% | 0.11% | -12.5% |
| Q1 2018 | $2,342,000 | -82.5% | 47,666 | -82.1% | 0.13% | -84.7% |
| Q4 2017 | $13,363,000 | +584.6% | 265,921 | +585.4% | 0.84% | +529.3% |
| Q3 2017 | $1,952,000 | -3.7% | 38,799 | -4.0% | 0.13% | -7.6% |
| Q2 2017 | $2,027,000 | -26.1% | 40,419 | -26.6% | 0.14% | -44.4% |
| Q1 2017 | $2,743,000 | -6.4% | 55,050 | -6.4% | 0.26% | -17.5% |
| Q4 2016 | $2,930,000 | -5.9% | 58,835 | -3.5% | 0.31% | -9.2% |
| Q3 2016 | $3,113,000 | -2.9% | 60,964 | -4.4% | 0.35% | -2.0% |
| Q2 2016 | $3,206,000 | -14.6% | 63,744 | -17.1% | 0.35% | -18.7% |
| Q1 2016 | $3,752,000 | -70.2% | 76,847 | -70.7% | 0.43% | -62.3% |
| Q4 2015 | $12,595,000 | – | 262,396 | – | 1.15% | – |
Download | ||||||
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% |