FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 217 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 2024 | $88,717,093 | -16.1% | 1,974,562 | -15.4% | 0.13% | -19.7% |
Q1 2024 | $105,731,446 | +42.4% | 2,333,512 | +44.7% | 0.16% | +29.8% |
Q4 2023 | $74,242,678 | +18.5% | 1,612,569 | +12.1% | 0.12% | +6.1% |
Q3 2023 | $62,643,110 | -7.0% | 1,438,088 | -3.0% | 0.11% | -4.2% |
Q2 2023 | $67,327,152 | +162.9% | 1,482,324 | +166.2% | 0.12% | +142.9% |
Q1 2023 | $25,611,761 | +238.5% | 556,777 | +231.3% | 0.05% | +226.7% |
Q4 2022 | $7,565,418 | +34.0% | 168,045 | +32.3% | 0.02% | +15.4% |
Q3 2022 | $5,645,000 | +3.8% | 127,058 | +8.7% | 0.01% | +8.3% |
Q2 2022 | $5,439,000 | -7.9% | 116,891 | -1.5% | 0.01% | +9.1% |
Q1 2022 | $5,908,000 | -0.6% | 118,715 | +5.9% | 0.01% | 0.0% |
Q4 2021 | $5,945,000 | +0.3% | 112,135 | +0.5% | 0.01% | -8.3% |
Q3 2021 | $5,925,000 | -12.8% | 111,526 | -12.4% | 0.01% | -14.3% |
Q2 2021 | $6,791,000 | -8.8% | 127,348 | -10.4% | 0.01% | -17.6% |
Q1 2021 | $7,446,000 | +12.9% | 142,069 | +16.9% | 0.02% | +6.2% |
Q4 2020 | $6,595,000 | +38.7% | 121,575 | +39.7% | 0.02% | +14.3% |
Q3 2020 | $4,755,000 | +34.2% | 87,001 | +32.4% | 0.01% | +27.3% |
Q2 2020 | $3,543,000 | +60.2% | 65,697 | +53.8% | 0.01% | +10.0% |
Q1 2020 | $2,211,000 | -6.6% | 42,722 | -6.6% | 0.01% | +25.0% |
Q4 2019 | $2,366,000 | -49.7% | 45,723 | -49.8% | 0.01% | -52.9% |
Q3 2019 | $4,707,000 | +16.3% | 91,035 | +14.8% | 0.02% | +6.2% |
Q2 2019 | $4,047,000 | -2.2% | 79,266 | -4.3% | 0.02% | -5.9% |
Q1 2019 | $4,138,000 | +12.6% | 82,826 | +9.4% | 0.02% | -10.5% |
Q4 2018 | $3,674,000 | -58.8% | 75,708 | -58.7% | 0.02% | -52.5% |
Q3 2018 | $8,916,000 | -4.3% | 183,427 | -3.8% | 0.04% | -14.9% |
Q2 2018 | $9,319,000 | +0.1% | 190,692 | +0.6% | 0.05% | -11.3% |
Q1 2018 | $9,314,000 | +65.1% | 189,533 | +68.8% | 0.05% | +51.4% |
Q4 2017 | $5,643,000 | +30.7% | 112,295 | +30.8% | 0.04% | +25.0% |
Q3 2017 | $4,318,000 | +25.6% | 85,846 | +25.2% | 0.03% | +16.7% |
Q2 2017 | $3,437,000 | +44.0% | 68,554 | +43.2% | 0.02% | +33.3% |
Q1 2017 | $2,386,000 | – | 47,883 | – | 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% |