FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 272 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,928,027 | -3.5% | 44,261 | +0.6% | 0.05% | -3.8% |
| Q2 2023 | $1,998,184 | +28.5% | 43,993 | +30.2% | 0.05% | +20.5% |
| Q1 2023 | $1,554,572 | +98228.4% | 33,795 | -3.8% | 0.04% | -4.3% |
| Q4 2022 | $1,581 | -99.9% | 35,122 | -8.3% | 0.05% | -13.2% |
| Q3 2022 | $1,702,000 | -23.1% | 38,310 | -19.5% | 0.05% | -14.5% |
| Q2 2022 | $2,214,000 | -26.3% | 47,586 | -21.2% | 0.06% | -15.1% |
| Q1 2022 | $3,005,000 | -6.4% | 60,373 | -0.3% | 0.07% | -3.9% |
| Q4 2021 | $3,212,000 | -14.1% | 60,579 | -13.9% | 0.08% | -21.6% |
| Q3 2021 | $3,738,000 | +15.7% | 70,358 | +16.1% | 0.10% | +15.5% |
| Q2 2021 | $3,232,000 | +0.4% | 60,619 | -1.3% | 0.08% | -5.6% |
| Q1 2021 | $3,219,000 | +2.2% | 61,423 | +5.8% | 0.09% | -11.9% |
| Q4 2020 | $3,150,000 | +51.9% | 58,069 | +53.0% | 0.10% | +23.2% |
| Q3 2020 | $2,074,000 | +77.6% | 37,949 | +75.2% | 0.08% | +67.3% |
| Q2 2020 | $1,168,000 | -5.2% | 21,655 | -9.1% | 0.05% | -14.0% |
| Q1 2020 | $1,232,000 | +199.0% | 23,819 | +199.0% | 0.06% | +280.0% |
| Q4 2019 | $412,000 | -25.1% | 7,965 | -25.1% | 0.02% | -37.5% |
| Q3 2019 | $550,000 | +10900.0% | 10,634 | +10534.0% | 0.02% | – |
| Q3 2018 | $5,000 | – | 100 | – | 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% |