FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 172 filers reported holding FIDELITY MERRIMACK STR TR in Q3 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 | 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% |