FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,015,640 | -13.7% | 23,236 | -10.0% | 0.03% | +3.8% |
| Q2 2023 | $1,177,129 | -3.4% | 25,813 | -2.2% | 0.03% | -18.8% |
| Q1 2023 | $1,218,473 | -6.4% | 26,398 | -8.4% | 0.03% | -11.1% |
| Q4 2022 | $1,301,235 | +22.5% | 28,806 | +20.5% | 0.04% | +12.5% |
| Q3 2022 | $1,062,000 | +58.5% | 23,897 | +66.2% | 0.03% | +14.3% |
| Q2 2022 | $670,000 | -13.7% | 14,378 | -7.8% | 0.03% | +12.0% |
| Q1 2022 | $776,000 | -86.4% | 15,590 | -85.5% | 0.02% | -84.8% |
| Q4 2021 | $5,691,000 | -1.4% | 107,325 | -1.2% | 0.16% | -10.9% |
| Q3 2021 | $5,774,000 | +4.5% | 108,661 | +4.9% | 0.18% | +2.8% |
| Q2 2021 | $5,524,000 | -24.4% | 103,567 | -25.7% | 0.18% | -30.9% |
| Q1 2021 | $7,310,000 | – | 139,465 | – | 0.26% | – |
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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% |