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 Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,855,568 | +4.2% | 157,380 | +8.6% | 0.35% | +5.4% |
| Q2 2023 | $6,580,365 | +11.2% | 144,878 | +12.6% | 0.33% | +7.4% |
| Q1 2023 | $5,916,888 | -51.8% | 128,628 | -52.8% | 0.31% | -50.5% |
| Q4 2022 | $12,275,613 | +15.4% | 272,670 | +13.9% | 0.63% | +20.4% |
| Q3 2022 | $10,639,000 | -28.8% | 239,451 | -25.4% | 0.52% | -27.9% |
| Q2 2022 | $14,936,000 | +470.9% | 321,002 | +511.1% | 0.72% | +400.7% |
| Q1 2022 | $2,616,000 | -43.4% | 52,532 | -39.8% | 0.14% | -41.7% |
| Q4 2021 | $4,623,000 | +77.7% | 87,208 | +78.1% | 0.25% | +61.4% |
| Q3 2021 | $2,601,000 | +3.1% | 48,975 | +3.5% | 0.15% | +7.0% |
| Q2 2021 | $2,523,000 | +2.6% | 47,316 | +0.8% | 0.14% | -8.9% |
| Q1 2021 | $2,459,000 | +10.7% | 46,926 | +14.5% | 0.16% | +3.3% |
| Q4 2020 | $2,222,000 | +50.8% | 40,973 | +52.0% | 0.15% | +32.2% |
| Q3 2020 | $1,473,000 | – | 26,961 | – | 0.12% | – |
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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% |