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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $594,000 | +64.1% | 10,941 | +65.2% | 0.01% | +28.6% |
| Q3 2020 | $362,000 | -98.1% | 6,623 | -98.2% | 0.01% | -99.1% |
| Q2 2019 | $18,893,000 | +19.3% | 370,085 | +16.8% | 0.81% | -14.6% |
| Q1 2019 | $15,836,000 | +1041.7% | 316,983 | +1009.3% | 0.95% | +429.1% |
| Q4 2018 | $1,387,000 | -89.4% | 28,575 | -89.4% | 0.18% | -76.0% |
| Q3 2018 | $13,087,000 | – | 269,224 | – | 0.75% | – |
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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% |