FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 272 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $826,987 | -25.5% | 18,985 | -22.3% | 0.03% | -21.6% |
| Q2 2023 | $1,109,838 | -4.6% | 24,435 | -3.4% | 0.04% | -7.5% |
| Q1 2023 | $1,163,110 | +2.1% | 25,285 | -0.0% | 0.04% | -2.4% |
| Q4 2022 | $1,138,781 | -21.2% | 25,295 | -22.3% | 0.04% | -24.1% |
| Q3 2022 | $1,446,000 | -0.6% | 32,555 | +6.7% | 0.05% | 0.0% |
| Q2 2022 | $1,454,000 | +6.8% | 30,515 | +11.5% | 0.05% | +25.6% |
| Q1 2022 | $1,362,000 | +7.9% | 27,360 | +15.0% | 0.04% | +13.2% |
| Q4 2021 | $1,262,000 | +6.3% | 23,795 | +6.5% | 0.04% | 0.0% |
| Q3 2021 | $1,187,000 | -2.9% | 22,335 | -2.6% | 0.04% | -2.6% |
| Q2 2021 | $1,223,000 | -0.1% | 22,935 | -1.8% | 0.04% | -4.9% |
| Q1 2021 | $1,224,000 | +1.2% | 23,360 | +4.7% | 0.04% | -4.7% |
| Q4 2020 | $1,210,000 | +22.5% | 22,305 | +23.4% | 0.04% | +4.9% |
| Q3 2020 | $988,000 | +14.0% | 18,080 | +12.5% | 0.04% | +7.9% |
| Q2 2020 | $867,000 | – | 16,070 | – | 0.04% | – |
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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% |