FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 147 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,692,445 | -7.0% | 314,335 | -3.1% | 1.68% | -3.7% |
| Q2 2023 | $14,730,466 | +9.1% | 324,317 | +10.5% | 1.74% | +3.5% |
| Q1 2023 | $13,503,902 | +32.4% | 293,563 | +27.9% | 1.69% | +14.6% |
| Q3 2022 | $10,198,000 | +4.6% | 229,534 | +9.8% | 1.47% | +13.1% |
| Q2 2022 | $9,751,000 | +1.5% | 209,062 | +4.7% | 1.30% | +10.3% |
| Q1 2022 | $9,604,000 | -2.6% | 199,753 | +7.4% | 1.18% | +4.8% |
| Q4 2021 | $9,864,000 | +62.0% | 186,042 | +62.3% | 1.12% | +37.4% |
| Q3 2021 | $6,089,000 | +13.0% | 114,598 | +14.2% | 0.82% | +3.7% |
| Q2 2021 | $5,390,000 | +21.8% | 100,367 | +18.9% | 0.79% | +10.3% |
| Q1 2021 | $4,426,000 | +54.7% | 84,446 | +59.1% | 0.72% | +45.5% |
| Q4 2020 | $2,861,000 | +121.4% | 53,061 | +124.4% | 0.49% | +88.5% |
| Q3 2020 | $1,292,000 | +219.0% | 23,650 | +214.6% | 0.26% | +166.3% |
| Q2 2020 | $405,000 | – | 7,518 | – | 0.10% | – |
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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% |