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 | $16,231,350 | +1.3% | 372,620 | +5.6% | 1.72% | +7.7% |
| Q2 2023 | $16,025,512 | +14.9% | 352,829 | +16.3% | 1.60% | +7.7% |
| Q1 2023 | $13,950,743 | +13.7% | 303,277 | +11.3% | 1.49% | +6.1% |
| Q4 2022 | $12,268,080 | +18.1% | 272,502 | +16.5% | 1.40% | +7.3% |
| Q3 2022 | $10,390,000 | -20.0% | 233,853 | -16.2% | 1.31% | -18.5% |
| Q2 2022 | $12,986,000 | +76.6% | 279,088 | +88.9% | 1.60% | +99.3% |
| Q1 2022 | $7,354,000 | – | 147,764 | – | 0.80% | – |
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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% |