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 2021 | $322,000 | -0.3% | 6,069 | +0.1% | 0.07% | +2.9% |
| Q2 2021 | $323,000 | +1.6% | 6,064 | +0.1% | 0.07% | -4.2% |
| Q1 2021 | $318,000 | -3.0% | 6,059 | +0.1% | 0.07% | -11.2% |
| Q4 2020 | $328,000 | -0.3% | 6,054 | +0.4% | 0.08% | +5.3% |
| Q3 2020 | $329,000 | +1.2% | 6,029 | +0.1% | 0.08% | -10.6% |
| Q2 2020 | $325,000 | +4.5% | 6,023 | +0.1% | 0.08% | -40.1% |
| Q1 2020 | $311,000 | 0.0% | 6,016 | +0.1% | 0.14% | +52.7% |
| Q4 2019 | $311,000 | – | 6,009 | – | 0.09% | – |
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% |