FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 318 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,396,949 | +392.6% | 238,681 | +413.7% | 0.12% | +383.3% |
| Q2 2023 | $2,110,528 | +52.2% | 46,467 | +54.2% | 0.02% | +41.2% |
| Q1 2023 | $1,386,599 | +98.4% | 30,143 | +94.1% | 0.02% | +88.9% |
| Q4 2022 | $699,025 | +11.1% | 15,527 | +9.6% | 0.01% | -10.0% |
| Q3 2022 | $629,000 | +6.6% | 14,163 | +11.7% | 0.01% | +11.1% |
| Q2 2022 | $590,000 | -7.5% | 12,685 | -0.6% | 0.01% | 0.0% |
| Q1 2022 | $638,000 | +19.5% | 12,757 | +26.7% | 0.01% | +12.5% |
| Q4 2021 | $534,000 | +40.5% | 10,069 | +40.1% | 0.01% | +33.3% |
| Q3 2021 | $380,000 | +22.6% | 7,187 | +25.0% | 0.01% | 0.0% |
| Q2 2021 | $310,000 | -12.9% | 5,751 | -13.2% | 0.01% | -25.0% |
| Q1 2021 | $356,000 | – | 6,626 | – | 0.01% | – |
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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% |