FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 164 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,005,337 | +2.1% | 111,403 | +2.9% | 0.32% | +0.9% |
Q1 2024 | $4,904,490 | +13.8% | 108,243 | +15.7% | 0.32% | +8.2% |
Q4 2023 | $4,308,377 | +10.3% | 93,579 | +4.4% | 0.29% | -0.3% |
Q3 2023 | $3,904,501 | -0.1% | 89,635 | +4.2% | 0.29% | +3.5% |
Q2 2023 | $3,908,073 | -0.9% | 86,043 | +0.3% | 0.28% | -5.0% |
Q1 2023 | $3,944,362 | +106706.4% | 85,747 | +4.5% | 0.30% | +3.8% |
Q4 2022 | $3,693 | -99.9% | 82,038 | -8.3% | 0.29% | -12.5% |
Q3 2022 | $3,973,000 | +1.4% | 89,419 | +6.2% | 0.33% | +8.9% |
Q2 2022 | $3,917,000 | -7.2% | 84,187 | -0.7% | 0.30% | +6.3% |
Q1 2022 | $4,219,000 | +4.4% | 84,775 | +11.2% | 0.28% | +9.7% |
Q4 2021 | $4,042,000 | +0.2% | 76,239 | +0.5% | 0.26% | -7.5% |
Q3 2021 | $4,032,000 | +7.2% | 75,890 | +7.6% | 0.28% | +6.9% |
Q2 2021 | $3,762,000 | +7.0% | 70,543 | +5.1% | 0.26% | -0.8% |
Q1 2021 | $3,516,000 | -8.1% | 67,096 | -4.9% | 0.26% | -13.4% |
Q4 2020 | $3,827,000 | -1.6% | 70,556 | -0.9% | 0.30% | -11.6% |
Q3 2020 | $3,889,000 | +2.4% | 71,170 | +1.1% | 0.34% | -4.2% |
Q2 2020 | $3,796,000 | +16.3% | 70,405 | +11.6% | 0.36% | +0.3% |
Q1 2020 | $3,264,000 | +3.2% | 63,078 | +3.2% | 0.36% | +24.2% |
Q4 2019 | $3,162,000 | +7.3% | 61,131 | +7.3% | 0.29% | -0.7% |
Q3 2019 | $2,946,000 | +4.5% | 56,991 | +3.2% | 0.29% | +2.8% |
Q2 2019 | $2,818,000 | +5.3% | 55,214 | +3.0% | 0.28% | +5.2% |
Q1 2019 | $2,677,000 | +39.5% | 53,597 | +40.3% | 0.27% | +20.6% |
Q4 2017 | $1,919,000 | +6.7% | 38,197 | +6.8% | 0.22% | -0.9% |
Q3 2017 | $1,798,000 | +14.4% | 35,751 | +14.1% | 0.22% | +14.8% |
Q2 2017 | $1,571,000 | +4.2% | 31,331 | +3.6% | 0.20% | 0.0% |
Q1 2017 | $1,507,000 | +5.8% | 30,237 | +5.7% | 0.20% | +2.1% |
Q4 2016 | $1,424,000 | -50.6% | 28,604 | -50.4% | 0.19% | -3.5% |
Q3 2016 | $2,884,000 | +88.3% | 57,726 | +89.5% | 0.20% | -5.7% |
Q2 2016 | $1,532,000 | +10.0% | 30,465 | +6.8% | 0.21% | +7.7% |
Q1 2016 | $1,393,000 | +0.9% | 28,536 | -0.8% | 0.20% | -0.5% |
Q4 2015 | $1,381,000 | -7.2% | 28,776 | -6.5% | 0.20% | -13.6% |
Q3 2015 | $1,488,000 | -6.5% | 30,780 | -3.7% | 0.23% | -3.8% |
Q2 2015 | $1,591,000 | -2.9% | 31,959 | -1.0% | 0.24% | 0.0% |
Q1 2015 | $1,638,000 | – | 32,279 | – | 0.24% | – |
Download |
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% |