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 | $22,359,000 | +2.9% | 513,341 | +7.4% | 0.04% | -2.3% |
| Q2 2023 | $21,734,000 | +29.8% | 478,182 | +31.4% | 0.04% | +16.2% |
| Q1 2023 | $16,738,000 | +62.7% | 363,974 | +59.4% | 0.04% | +54.2% |
| Q4 2022 | $10,285,000 | +3.8% | 228,387 | +2.4% | 0.02% | -11.1% |
| Q3 2022 | $9,912,000 | -12.9% | 223,126 | -8.7% | 0.03% | -6.9% |
| Q2 2022 | $11,374,000 | -45.6% | 244,335 | -41.8% | 0.03% | -38.3% |
| Q1 2022 | $20,905,000 | -6.3% | 420,170 | -0.1% | 0.05% | -4.1% |
| Q4 2021 | $22,318,000 | +67.9% | 420,751 | +68.3% | 0.05% | +36.1% |
| Q3 2021 | $13,295,000 | -7.7% | 250,060 | -7.4% | 0.04% | -14.3% |
| Q2 2021 | $14,409,000 | -8.7% | 270,131 | -10.3% | 0.04% | -16.0% |
| Q1 2021 | $15,784,000 | -19.6% | 301,124 | -16.7% | 0.05% | -39.0% |
| Q4 2020 | $19,629,000 | -0.1% | 361,627 | +0.6% | 0.08% | -13.7% |
| Q3 2020 | $19,653,000 | +4.7% | 359,631 | +3.3% | 0.10% | -6.9% |
| Q2 2020 | $18,767,000 | +36.1% | 348,039 | +30.6% | 0.10% | +14.6% |
| Q1 2020 | $13,788,000 | -20.4% | 266,489 | -20.4% | 0.09% | -12.7% |
| Q4 2019 | $17,311,000 | +6.9% | 334,729 | +6.8% | 0.10% | +15.9% |
| Q3 2019 | $16,201,000 | +19.8% | 313,522 | +18.3% | 0.09% | +10.0% |
| Q2 2019 | $13,524,000 | +13.4% | 264,945 | +10.8% | 0.08% | 0.0% |
| Q1 2019 | $11,931,000 | +57.4% | 239,096 | +53.1% | 0.08% | +37.9% |
| Q4 2018 | $7,582,000 | +3168.1% | 156,220 | +3188.8% | 0.06% | +2800.0% |
| Q2 2018 | $232,000 | +1.3% | 4,750 | +2.0% | 0.00% | 0.0% |
| Q1 2018 | $229,000 | -29.1% | 4,658 | -27.5% | 0.00% | -33.3% |
| Q4 2017 | $323,000 | -46.2% | 6,429 | -46.2% | 0.00% | -40.0% |
| Q3 2017 | $600,000 | -52.2% | 11,949 | -52.2% | 0.01% | -54.5% |
| Q2 2017 | $1,255,000 | -15.0% | 25,017 | -15.8% | 0.01% | -21.4% |
| Q1 2017 | $1,477,000 | -8.7% | 29,695 | -8.8% | 0.01% | -22.2% |
| Q4 2016 | $1,618,000 | -31.0% | 32,576 | -29.1% | 0.02% | -33.3% |
| Q3 2016 | $2,346,000 | – | 45,954 | – | 0.03% | – |
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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% |