FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 324 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,634,033 | +5.9% | 147,653 | +6.8% | 0.23% | -7.8% |
| Q1 2024 | $6,266,440 | -0.7% | 138,301 | +0.9% | 0.24% | -11.6% |
| Q4 2023 | $6,308,639 | -92.2% | 137,025 | -92.6% | 0.28% | -93.1% |
| Q3 2023 | $80,702,919 | +1.7% | 1,852,684 | +6.1% | 4.04% | +1.1% |
| Q2 2023 | $79,346,953 | +1.7% | 1,746,961 | +3.0% | 4.00% | -5.1% |
| Q1 2023 | $78,010,917 | +3.3% | 1,695,889 | +1.1% | 4.21% | -6.9% |
| Q4 2022 | $75,548,441 | +20263.5% | 1,678,108 | +23876.4% | 4.52% | +23689.5% |
| Q4 2021 | $371,000 | -90.6% | 6,999 | -91.4% | 0.02% | -95.1% |
| Q4 2018 | $3,936,000 | +1858.2% | 81,100 | +1930.5% | 0.39% | +1193.3% |
| Q2 2016 | $201,000 | -48.9% | 3,994 | -50.4% | 0.03% | -50.0% |
| Q1 2016 | $393,000 | -11.7% | 8,049 | -13.1% | 0.06% | -6.2% |
| Q4 2015 | $445,000 | -7.3% | 9,263 | -6.6% | 0.06% | -23.8% |
| Q3 2015 | $480,000 | +14.0% | 9,918 | +17.2% | 0.08% | +50.0% |
| Q2 2015 | $421,000 | – | 8,464 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kowal Investment Group, LLC | 1,997,662 | $90,733,828 | 24.27% |
| Presidio Capital Management, LLC | 660,216 | $29,987,008 | 24.02% |
| CPA Asset Management LLC | 474,569 | $21,554,924 | 15.49% |
| Goodwin Investment Advisory | 513,231 | $23,310,967 | 13.61% |
| Drake & Associates, LLC | 453,050 | $20,577,545 | 9.20% |
| REGIMEN WEALTH, LLC | 445,862 | $20,251,052 | 8.40% |
| Navalign, LLC | 437,137 | $19,854,763 | 7.92% |
| Sunburst Financial Group, LLC | 485,060 | $22,031,425 | 7.69% |
| WEALTH MANAGEMENT RESOURCES, INC. | 288,649 | $13,110,474 | 7.62% |
| Shakespeare Wealth Management, LLC | 475,149 | $21,581,273 | 7.38% |