FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 212 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
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 | 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% |