FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 111 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $63,398,525 | +2.6% | 1,411,051 | +3.5% | 0.01% | 0.0% |
| Q1 2024 | $61,790,887 | +23394.6% | 1,363,736 | +25694.1% | 0.01% | – |
| Q1 2022 | $263,000 | -30.6% | 5,287 | -26.1% | 0.00% | – |
| Q4 2021 | $379,000 | -0.3% | 7,157 | 0.0% | 0.00% | – |
| Q3 2021 | $380,000 | 0.0% | 7,157 | +0.3% | 0.00% | – |
| Q2 2021 | $380,000 | -20.5% | 7,138 | -21.7% | 0.00% | – |
| Q1 2021 | $478,000 | -12.0% | 9,117 | -8.8% | 0.00% | – |
| Q4 2020 | $543,000 | -1.6% | 10,000 | -0.9% | 0.00% | – |
| Q3 2020 | $552,000 | -31.3% | 10,094 | -32.3% | 0.00% | – |
| Q2 2020 | $804,000 | +4.3% | 14,903 | +0.0% | 0.00% | – |
| Q1 2020 | $771,000 | -9.9% | 14,901 | -9.9% | 0.00% | – |
| Q4 2019 | $856,000 | – | 16,546 | – | 0.00% | – |
Download | ||||||
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% |