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 2022 | $942,000 | -4.5% | 21,196 | +0.0% | 0.09% | +2.3% |
| Q2 2022 | $986,000 | -6.5% | 21,194 | -0.0% | 0.09% | +10.0% |
| Q1 2022 | $1,055,000 | +16.3% | 21,203 | +23.9% | 0.08% | +21.2% |
| Q4 2021 | $907,000 | -39.4% | 17,111 | -39.2% | 0.07% | -42.6% |
| Q3 2021 | $1,497,000 | +194.7% | 28,123 | +195.5% | 0.12% | +194.9% |
| Q2 2021 | $508,000 | -5.9% | 9,517 | -7.7% | 0.04% | -15.2% |
| Q1 2021 | $540,000 | +110.1% | 10,309 | +119.1% | 0.05% | +84.0% |
| Q3 2020 | $257,000 | -1.9% | 4,706 | -3.1% | 0.02% | -7.4% |
| Q2 2020 | $262,000 | – | 4,856 | – | 0.03% | – |
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% |