FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 170 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,362,921 | +86.6% | 118,074 | +89.0% | 0.12% | +101.8% |
| Q1 2023 | $2,873,574 | +29.4% | 62,469 | +30.9% | 0.06% | -8.1% |
| Q2 2022 | $2,220,000 | +107.5% | 47,713 | +122.0% | 0.06% | +106.7% |
| Q1 2022 | $1,070,000 | +174.4% | 21,496 | +192.7% | 0.03% | +87.5% |
| Q3 2021 | $390,000 | -59.7% | 7,343 | -59.5% | 0.02% | -51.5% |
| Q2 2021 | $967,000 | -58.4% | 18,134 | -59.1% | 0.03% | -74.6% |
| Q1 2021 | $2,326,000 | +742.8% | 44,372 | +768.5% | 0.13% | +550.0% |
| Q2 2020 | $276,000 | – | 5,109 | – | 0.02% | – |
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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% |