FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,065 | +21.0% | 575,415 | +26.2% | 0.12% | +24.5% |
| Q2 2023 | $20,712 | +156.7% | 456,018 | +160.0% | 0.09% | +135.0% |
| Q1 2023 | $8,069 | +40.8% | 175,411 | +37.8% | 0.04% | +33.3% |
| Q4 2022 | $5,730 | -99.9% | 127,266 | +18.4% | 0.03% | +11.1% |
| Q3 2022 | $4,774,000 | -28.3% | 107,450 | -24.9% | 0.03% | -25.0% |
| Q2 2022 | $6,660,000 | -54.3% | 143,140 | -51.1% | 0.04% | -46.3% |
| Q1 2022 | $14,558,000 | +8.7% | 292,511 | +15.8% | 0.07% | +11.7% |
| Q4 2021 | $13,390,000 | +114.4% | 252,551 | +114.8% | 0.06% | +93.5% |
| Q3 2021 | $6,246,000 | +51.4% | 117,561 | +52.0% | 0.03% | +55.0% |
| Q2 2021 | $4,125,000 | -1.6% | 77,345 | -3.3% | 0.02% | -13.0% |
| Q1 2021 | $4,191,000 | +6.3% | 79,964 | +10.1% | 0.02% | 0.0% |
| Q4 2020 | $3,942,000 | -13.9% | 72,655 | -13.2% | 0.02% | -25.8% |
| Q3 2020 | $4,577,000 | +8.6% | 83,746 | +7.2% | 0.03% | -3.1% |
| Q2 2020 | $4,215,000 | +3.3% | 78,153 | -0.9% | 0.03% | -17.9% |
| Q1 2020 | $4,080,000 | -77.3% | 78,833 | -77.3% | 0.04% | -71.9% |
| Q4 2019 | $17,984,000 | +553.5% | 347,587 | +553.1% | 0.14% | +479.2% |
| Q3 2019 | $2,752,000 | +51.3% | 53,221 | +49.4% | 0.02% | +41.2% |
| Q2 2019 | $1,819,000 | +32.8% | 35,628 | +29.9% | 0.02% | +30.8% |
| Q1 2019 | $1,370,000 | -0.7% | 27,425 | -3.5% | 0.01% | -13.3% |
| Q4 2018 | $1,379,000 | -12.2% | 28,415 | -12.0% | 0.02% | 0.0% |
| Q3 2018 | $1,570,000 | +19.3% | 32,293 | +19.9% | 0.02% | +7.1% |
| Q2 2018 | $1,316,000 | +3.3% | 26,923 | +3.8% | 0.01% | 0.0% |
| Q1 2018 | $1,274,000 | +13.3% | 25,933 | +16.0% | 0.01% | +7.7% |
| Q4 2017 | $1,124,000 | +101.4% | 22,365 | +101.6% | 0.01% | +85.7% |
| Q3 2017 | $558,000 | +91.8% | 11,092 | +94.6% | 0.01% | +40.0% |
| Q3 2016 | $291,000 | +15.9% | 5,699 | +14.3% | 0.01% | 0.0% |
| Q2 2016 | $251,000 | – | 4,988 | – | 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% |