FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 74 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,472 | -89.8% | 5,773 | -89.4% | 0.00% | -100.0% |
| Q2 2023 | $2,474,164 | +351.9% | 54,473 | +357.7% | 0.00% | – |
| Q1 2023 | $547,492 | +39.0% | 11,902 | +40.7% | 0.00% | – |
| Q2 2022 | $394,000 | -84.5% | 8,457 | -82.3% | 0.00% | -100.0% |
| Q4 2021 | $2,535,000 | -6.2% | 47,812 | -5.7% | 0.00% | 0.0% |
| Q2 2021 | $2,703,000 | -89.7% | 50,693 | -89.8% | 0.00% | -83.3% |
| Q1 2021 | $26,156,000 | +158.6% | 499,064 | +166.1% | 0.01% | +50.0% |
| Q2 2020 | $10,113,000 | -14.9% | 187,527 | -18.3% | 0.00% | -20.0% |
| Q1 2020 | $11,883,000 | +1592.7% | 229,620 | +1591.1% | 0.01% | – |
| Q3 2019 | $702,000 | -33.4% | 13,578 | -34.3% | 0.00% | – |
| Q2 2019 | $1,054,000 | +392.5% | 20,655 | +386.0% | 0.00% | – |
| Q3 2017 | $214,000 | -73.6% | 4,250 | -73.7% | 0.00% | -100.0% |
| Q2 2017 | $811,000 | +11.6% | 16,167 | +10.9% | 0.00% | 0.0% |
| Q1 2017 | $727,000 | -42.5% | 14,582 | -42.6% | 0.00% | 0.0% |
| Q4 2016 | $1,265,000 | +148.0% | 25,393 | +150.6% | 0.00% | 0.0% |
| Q2 2016 | $510,000 | – | 10,132 | – | 0.00% | – |
Download | ||||||
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% |