FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 64 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,415,632 | +6.8% | 254,076 | +7.7% | 0.02% | 0.0% |
| Q1 2024 | $10,686,447 | +26.8% | 235,851 | +28.9% | 0.02% | +10.0% |
| Q4 2023 | $8,426,091 | +194.1% | 183,017 | +178.3% | 0.02% | +150.0% |
| Q3 2023 | $2,865,067 | -3.0% | 65,771 | +1.1% | 0.01% | 0.0% |
| Q2 2023 | $2,954,883 | +134703.1% | 65,054 | +36.5% | 0.01% | +33.3% |
| Q1 2023 | $2,192 | +32.8% | 47,644 | +29.9% | 0.01% | +20.0% |
| Q4 2022 | $1,651 | -99.9% | 36,675 | +12.7% | 0.01% | -16.7% |
| Q1 2022 | $1,620,000 | -11.9% | 32,555 | -6.1% | 0.01% | -25.0% |
| Q4 2021 | $1,839,000 | +9.4% | 34,677 | +9.6% | 0.01% | -11.1% |
| Q3 2021 | $1,681,000 | -5.0% | 31,639 | -4.6% | 0.01% | -18.2% |
| Q2 2021 | $1,769,000 | -17.5% | 33,171 | -18.9% | 0.01% | -26.7% |
| Q1 2021 | $2,144,000 | -4.2% | 40,916 | -0.8% | 0.02% | -11.8% |
| Q4 2020 | $2,237,000 | +14.8% | 41,231 | +15.6% | 0.02% | -5.6% |
| Q3 2020 | $1,949,000 | -13.3% | 35,672 | -14.5% | 0.02% | -21.7% |
| Q2 2020 | $2,249,000 | +19.4% | 41,702 | +14.6% | 0.02% | -4.2% |
| Q1 2020 | $1,884,000 | -23.4% | 36,399 | -23.4% | 0.02% | -7.7% |
| Q4 2019 | $2,458,000 | +62.2% | 47,498 | +62.1% | 0.03% | +44.4% |
| Q3 2019 | $1,515,000 | +17.1% | 29,295 | +15.6% | 0.02% | +20.0% |
| Q2 2019 | $1,294,000 | -3.3% | 25,347 | -5.4% | 0.02% | -21.1% |
| Q1 2019 | $1,338,000 | +44.5% | 26,788 | +40.3% | 0.02% | +18.8% |
| Q4 2018 | $926,000 | – | 19,090 | – | 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% |