FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 201 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374 | -4.1% | 8,583 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $390 | -12.6% | 8,583 | -11.5% | 0.00% | -50.0% |
| Q1 2023 | $446 | +11.5% | 9,698 | +9.1% | 0.00% | +100.0% |
| Q4 2022 | $400 | -99.9% | 8,886 | -9.7% | 0.00% | -50.0% |
| Q3 2022 | $437,000 | -4.6% | 9,836 | -0.1% | 0.00% | 0.0% |
| Q2 2022 | $458,000 | -7.3% | 9,844 | -0.8% | 0.00% | 0.0% |
| Q1 2022 | $494,000 | -8.5% | 9,922 | -2.6% | 0.00% | 0.0% |
| Q4 2021 | $540,000 | +29.2% | 10,184 | +29.6% | 0.00% | +100.0% |
| Q3 2021 | $418,000 | -17.4% | 7,860 | -17.1% | 0.00% | 0.0% |
| Q2 2021 | $506,000 | – | 9,484 | – | 0.00% | – |
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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% |