FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $286,328 | -15.3% | 6,304 | -14.2% | 0.13% | -18.6% |
| Q1 2023 | $338,054 | +65.5% | 7,349 | +61.9% | 0.16% | +51.9% |
| Q4 2022 | $204,301 | -15.2% | 4,538 | -16.4% | 0.11% | -24.8% |
| Q3 2022 | $241,000 | -87.3% | 5,426 | -86.7% | 0.14% | -86.8% |
| Q2 2022 | $1,905,000 | -13.0% | 40,937 | -6.9% | 1.07% | -8.7% |
| Q1 2022 | $2,189,000 | -32.9% | 43,975 | -28.5% | 1.17% | -33.2% |
| Q4 2021 | $3,260,000 | -6.4% | 61,494 | -6.2% | 1.76% | -12.0% |
| Q3 2021 | $3,482,000 | +28.4% | 65,528 | +28.9% | 2.00% | +21.1% |
| Q2 2021 | $2,712,000 | +4.0% | 50,845 | +2.2% | 1.65% | -1.8% |
| Q1 2021 | $2,608,000 | +81.2% | 49,763 | +87.6% | 1.68% | +90.5% |
| Q4 2020 | $1,439,000 | -42.8% | 26,528 | -42.4% | 0.88% | -48.9% |
| Q3 2020 | $2,516,000 | +1.7% | 46,040 | +0.3% | 1.72% | -8.9% |
| Q2 2020 | $2,474,000 | – | 45,885 | – | 1.89% | – |
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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% |