FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 162 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,830,722 | -3.4% | 202,725 | +0.8% | 0.52% | +4.9% |
| Q2 2023 | $9,138,130 | -16.6% | 201,192 | -15.5% | 0.49% | -14.3% |
| Q1 2023 | $10,956,749 | -1.0% | 238,190 | -3.1% | 0.58% | +2.3% |
| Q4 2022 | $11,068,035 | +13.8% | 245,847 | +12.3% | 0.56% | -4.9% |
| Q3 2022 | $9,728,000 | +3.9% | 218,962 | +8.8% | 0.59% | +10.1% |
| Q2 2022 | $9,364,000 | +27.5% | 201,245 | +36.3% | 0.54% | +53.0% |
| Q1 2022 | $7,347,000 | +315.8% | 147,627 | +343.0% | 0.35% | +317.9% |
| Q4 2021 | $1,767,000 | +119.2% | 33,325 | +119.6% | 0.08% | +100.0% |
| Q3 2021 | $806,000 | +62.8% | 15,175 | +63.6% | 0.04% | +68.0% |
| Q2 2021 | $495,000 | +71.9% | 9,277 | +68.8% | 0.02% | +56.2% |
| Q1 2021 | $288,000 | – | 5,495 | – | 0.02% | – |
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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% |