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 Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $87,913,788 | -0.6% | 2,018,223 | +3.7% | 0.04% | +2.6% |
| Q2 2023 | $88,432,046 | +38.0% | 1,946,985 | +39.7% | 0.04% | +25.8% |
| Q1 2023 | $64,090,049 | +44.8% | 1,393,262 | +41.7% | 0.03% | +34.8% |
| Q4 2022 | $44,256,975 | +2.3% | 983,051 | +1.0% | 0.02% | -8.0% |
| Q3 2022 | $43,247,000 | +0.7% | 973,371 | +5.4% | 0.02% | +4.2% |
| Q2 2022 | $42,952,000 | +2.1% | 923,112 | +9.2% | 0.02% | +14.3% |
| Q1 2022 | $42,081,000 | -8.7% | 845,516 | -2.8% | 0.02% | -8.7% |
| Q4 2021 | $46,114,000 | +9.2% | 869,753 | +9.4% | 0.02% | 0.0% |
| Q3 2021 | $42,228,000 | +9.4% | 794,803 | +9.8% | 0.02% | +4.5% |
| Q2 2021 | $38,589,000 | +176.6% | 723,597 | +171.8% | 0.02% | +144.4% |
| Q1 2021 | $13,953,000 | -12.3% | 266,228 | -9.2% | 0.01% | -25.0% |
| Q4 2020 | $15,909,000 | +8.6% | 293,253 | +9.4% | 0.01% | -7.7% |
| Q3 2020 | $14,648,000 | +20.1% | 268,030 | +18.5% | 0.01% | +8.3% |
| Q2 2020 | $12,201,000 | +34.0% | 226,246 | +28.6% | 0.01% | +9.1% |
| Q1 2020 | $9,105,000 | +40.6% | 175,938 | +40.5% | 0.01% | +57.1% |
| Q4 2019 | $6,478,000 | -4.3% | 125,197 | -4.4% | 0.01% | 0.0% |
| Q3 2019 | $6,772,000 | -0.7% | 130,988 | -1.9% | 0.01% | -22.2% |
| Q2 2019 | $6,818,000 | -2.4% | 133,563 | -4.5% | 0.01% | -10.0% |
| Q1 2019 | $6,985,000 | -0.9% | 139,811 | -3.7% | 0.01% | -9.1% |
| Q4 2018 | $7,047,000 | +50.4% | 145,215 | +50.6% | 0.01% | +37.5% |
| Q3 2018 | $4,687,000 | +41.1% | 96,431 | +48.3% | 0.01% | -38.5% |
| Q3 2016 | $3,321,000 | +7.6% | 65,029 | +6.0% | 0.01% | +8.3% |
| Q2 2016 | $3,085,000 | +6.1% | 61,338 | +3.0% | 0.01% | -7.7% |
| Q1 2016 | $2,907,000 | +0.9% | 59,540 | -0.8% | 0.01% | 0.0% |
| Q4 2015 | $2,881,000 | -5.5% | 60,027 | -4.8% | 0.01% | -13.3% |
| Q3 2015 | $3,050,000 | +7.1% | 63,082 | +10.2% | 0.02% | +7.1% |
| Q2 2015 | $2,849,000 | – | 57,252 | – | 0.01% | – |
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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% |