FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 172 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $607,176 | -50.1% | 13,514 | -49.7% | 0.03% | -52.5% |
Q1 2024 | $1,217,319 | -8.2% | 26,866 | -6.7% | 0.06% | -21.8% |
Q4 2023 | $1,325,775 | +96.2% | 28,796 | +85.6% | 0.08% | +56.0% |
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% | – |
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% |