FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 147 filers reported holding FIDELITY MERRIMACK STR TR in Q4 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 | 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% |