FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |