FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $591,931 | +19.6% | 13,589 | +24.7% | 0.07% | +23.2% |
| Q2 2023 | $495,122 | +9.0% | 10,901 | +10.4% | 0.06% | +16.7% |
| Q1 2023 | $454,347 | +100866.0% | 9,877 | -1.3% | 0.05% | 0.0% |
| Q4 2022 | $450 | -99.9% | 10,010 | -42.1% | 0.05% | -47.8% |
| Q3 2022 | $768,000 | -45.9% | 17,277 | -43.3% | 0.09% | -41.8% |
| Q2 2022 | $1,419,000 | -59.5% | 30,497 | -55.2% | 0.16% | -7.6% |
| Q1 2022 | $3,508,000 | +78.8% | 68,053 | +83.9% | 0.17% | -11.9% |
| Q4 2021 | $1,962,000 | -28.4% | 36,997 | -28.3% | 0.19% | -38.0% |
| Q3 2021 | $2,741,000 | +96.8% | 51,594 | +94.1% | 0.31% | +55.0% |
| Q2 2021 | $1,393,000 | 0.0% | 26,578 | 0.0% | 0.20% | -19.2% |
| Q1 2021 | $1,393,000 | +50.1% | 26,578 | +55.4% | 0.25% | +35.9% |
| Q4 2020 | $928,000 | – | 17,100 | – | 0.18% | – |
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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% |