FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 212 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
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 | 1,997,662 | $90,733,828 | 24.27% |
| Presidio Capital Management, LLC | 660,216 | $29,987,008 | 24.02% |
| CPA Asset Management LLC | 474,569 | $21,554,924 | 15.49% |
| Goodwin Investment Advisory | 513,231 | $23,310,967 | 13.61% |
| Drake & Associates, LLC | 453,050 | $20,577,545 | 9.20% |
| REGIMEN WEALTH, LLC | 445,862 | $20,251,052 | 8.40% |
| Navalign, LLC | 437,137 | $19,854,763 | 7.92% |
| Sunburst Financial Group, LLC | 485,060 | $22,031,425 | 7.69% |
| WEALTH MANAGEMENT RESOURCES, INC. | 288,649 | $13,110,474 | 7.62% |
| Shakespeare Wealth Management, LLC | 475,149 | $21,581,273 | 7.38% |