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 | $9,899,010 | +5.9% | 227,250 | +10.4% | 1.78% | +11.8% |
| Q2 2023 | $9,345,574 | +9.6% | 205,759 | +11.0% | 1.59% | +4.1% |
| Q1 2023 | $8,527,848 | +9.8% | 185,388 | +7.5% | 1.53% | +1.5% |
| Q4 2022 | $7,767,166 | +2.5% | 172,527 | +1.1% | 1.50% | -8.9% |
| Q3 2022 | $7,579,000 | +2.5% | 170,584 | +7.3% | 1.65% | +7.5% |
| Q2 2022 | $7,394,000 | +16.0% | 158,907 | +24.1% | 1.54% | +34.8% |
| Q1 2022 | $6,372,000 | -0.5% | 128,019 | +6.0% | 1.14% | +0.9% |
| Q4 2021 | $6,401,000 | +8.7% | 120,730 | +8.8% | 1.13% | -0.4% |
| Q3 2021 | $5,888,000 | +56.4% | 110,985 | +57.2% | 1.13% | +53.7% |
| Q2 2021 | $3,765,000 | +78.6% | 70,600 | +75.6% | 0.74% | +62.2% |
| Q1 2021 | $2,108,000 | – | 40,215 | – | 0.46% | – |
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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% |