FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 120 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $675,726 | +1.6% | 15,513 | +6.0% | 0.05% | +6.4% |
| Q2 2023 | $664,971 | -3.6% | 14,640 | -2.3% | 0.05% | -4.1% |
| Q1 2023 | $689,636 | -33.3% | 14,992 | -34.7% | 0.05% | -38.0% |
| Q4 2022 | $1,033,228 | +55.6% | 22,950 | +53.5% | 0.08% | +43.6% |
| Q3 2022 | $664,000 | -0.9% | 14,948 | +3.8% | 0.06% | +3.8% |
| Q2 2022 | $670,000 | -3.7% | 14,401 | +2.9% | 0.05% | +12.8% |
| Q1 2022 | $696,000 | +23.4% | 13,993 | +31.4% | 0.05% | +27.0% |
| Q4 2021 | $564,000 | -45.6% | 10,646 | -44.5% | 0.04% | -50.0% |
| Q3 2021 | $1,036,000 | +95.1% | 19,167 | +92.4% | 0.07% | +76.2% |
| Q2 2021 | $531,000 | +12.0% | 9,963 | +10.1% | 0.04% | -8.7% |
| Q1 2021 | $474,000 | +5.6% | 9,046 | +9.4% | 0.05% | -2.1% |
| Q4 2020 | $449,000 | -28.7% | 8,271 | -29.2% | 0.05% | -50.5% |
| Q2 2020 | $630,000 | +92.7% | 11,683 | +84.7% | 0.10% | +131.7% |
| Q4 2019 | $327,000 | – | 6,324 | – | 0.04% | – |
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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% |