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 | $16,839,338 | +30.2% | 386,580 | +35.7% | 0.02% | +29.4% |
| Q2 2023 | $12,935,006 | +66.8% | 284,787 | +68.9% | 0.02% | +54.5% |
| Q1 2023 | $7,755,555 | +113.8% | 168,599 | +109.2% | 0.01% | +120.0% |
| Q4 2022 | $3,627,488 | +4022.1% | 80,575 | +3947.0% | 0.01% | – |
| Q3 2022 | $88,000 | -3.3% | 1,991 | +1.3% | 0.00% | – |
| Q2 2022 | $91,000 | +2175.0% | 1,965 | +2239.3% | 0.00% | – |
| Q4 2021 | $4,000 | -55.6% | 84 | -52.3% | 0.00% | – |
| Q2 2021 | $9,000 | 0.0% | 176 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | +80.0% | 176 | +81.4% | 0.00% | – |
| Q1 2017 | $5,000 | – | 97 | – | 0.00% | – |
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% |