FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 147 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,817,143 | +5.0% | 110,586 | +9.5% | 0.18% | +9.7% |
| Q2 2023 | $4,587,460 | +42.5% | 101,000 | +44.3% | 0.16% | +54.2% |
| Q1 2023 | $3,220,029 | -3.2% | 70,000 | -5.3% | 0.11% | -10.1% |
| Q4 2022 | $3,328,190 | -0.5% | 73,926 | -1.8% | 0.12% | -7.0% |
| Q3 2022 | $3,345,000 | -25.8% | 75,285 | -22.3% | 0.13% | -18.5% |
| Q2 2022 | $4,507,000 | +32.2% | 96,854 | +41.4% | 0.16% | +53.9% |
| Q1 2022 | $3,408,000 | -24.4% | 68,482 | -19.4% | 0.10% | -19.0% |
| Q4 2021 | $4,505,000 | +9.7% | 84,971 | +10.0% | 0.13% | +2.4% |
| Q3 2021 | $4,105,000 | +2.2% | 77,258 | +2.6% | 0.12% | +2.5% |
| Q2 2021 | $4,015,000 | +11.7% | 75,280 | +9.8% | 0.12% | +4.3% |
| Q1 2021 | $3,593,000 | +24.1% | 68,557 | +28.4% | 0.12% | +17.3% |
| Q4 2020 | $2,896,000 | +11.3% | 53,382 | +12.1% | 0.10% | -4.9% |
| Q3 2020 | $2,603,000 | +10.2% | 47,633 | +8.8% | 0.10% | -1.0% |
| Q2 2020 | $2,362,000 | +12.7% | 43,790 | +8.2% | 0.10% | -16.1% |
| Q1 2020 | $2,095,000 | +20.9% | 40,477 | +20.9% | 0.12% | +69.9% |
| Q4 2019 | $1,733,000 | +6.6% | 33,486 | +6.5% | 0.07% | -6.4% |
| Q3 2019 | $1,625,000 | +82.0% | 31,435 | +79.6% | 0.08% | +69.6% |
| Q2 2019 | $893,000 | +33.5% | 17,500 | +30.8% | 0.05% | +21.1% |
| Q1 2019 | $669,000 | +12.8% | 13,384 | +9.6% | 0.04% | -11.6% |
| Q4 2018 | $593,000 | -24.1% | 12,210 | -24.0% | 0.04% | -6.5% |
| Q3 2018 | $781,000 | +7.4% | 16,059 | +8.0% | 0.05% | -6.1% |
| Q2 2018 | $727,000 | +12.5% | 14,873 | +13.1% | 0.05% | +4.3% |
| Q1 2018 | $646,000 | -7.4% | 13,153 | -5.3% | 0.05% | -13.0% |
| Q4 2017 | $698,000 | -14.4% | 13,888 | -14.3% | 0.05% | -19.4% |
| Q3 2017 | $815,000 | +28.1% | 16,211 | +27.7% | 0.07% | +11.7% |
| Q2 2017 | $636,000 | -7.6% | 12,691 | -8.1% | 0.06% | -10.4% |
| Q1 2017 | $688,000 | +73.7% | 13,816 | +74.0% | 0.07% | +55.8% |
| Q4 2016 | $396,000 | -3.4% | 7,942 | -1.1% | 0.04% | -12.2% |
| Q3 2016 | $410,000 | +41.9% | 8,032 | +35.7% | 0.05% | +22.5% |
| Q1 2016 | $289,000 | – | 5,917 | – | 0.04% | – |
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% |