FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,202,742 | +135.3% | 50,568 | +145.4% | 0.00% | – |
| Q2 2023 | $936,061 | +317.8% | 20,609 | +323.1% | 0.00% | – |
| Q1 2023 | $224,066 | -52.7% | 4,871 | -53.7% | 0.00% | – |
| Q4 2022 | $473,655 | +31.6% | 10,521 | +35.9% | 0.00% | – |
| Q2 2022 | $360,000 | -69.3% | 7,741 | -65.9% | 0.00% | – |
| Q1 2020 | $1,173,000 | +17.1% | 22,669 | +17.0% | 0.00% | – |
| Q3 2019 | $1,002,000 | -70.4% | 19,372 | -70.8% | 0.00% | – |
| Q2 2019 | $3,390,000 | +1336.4% | 66,384 | +1267.9% | 0.00% | – |
| Q4 2018 | $236,000 | -69.4% | 4,853 | -69.2% | 0.00% | – |
| Q2 2018 | $771,000 | -57.2% | 15,767 | -56.0% | 0.00% | -100.0% |
| Q3 2017 | $1,803,000 | -6.0% | 35,842 | -6.3% | 0.00% | 0.0% |
| Q2 2017 | $1,918,000 | +589.9% | 38,244 | +584.5% | 0.00% | – |
| Q1 2017 | $278,000 | -65.2% | 5,587 | -65.1% | 0.00% | – |
| Q4 2016 | $798,000 | +253.1% | 16,024 | +262.5% | 0.00% | – |
| Q3 2016 | $226,000 | -88.4% | 4,421 | -88.5% | 0.00% | -100.0% |
| Q2 2016 | $1,942,000 | +149.3% | 38,605 | +142.1% | 0.00% | – |
| Q1 2016 | $779,000 | -62.5% | 15,949 | -61.8% | 0.00% | -100.0% |
| Q2 2015 | $2,076,000 | +331.6% | 41,720 | +340.4% | 0.00% | – |
| Q1 2015 | $481,000 | – | 9,474 | – | 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% |