FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,149,693 | -3.1% | 72,307 | +1.1% | 0.12% | +0.8% |
| Q2 2023 | $3,249,983 | +4.4% | 71,554 | +5.7% | 0.12% | -3.2% |
| Q1 2023 | $3,112,866 | +73.5% | 67,671 | +69.8% | 0.12% | +61.0% |
| Q4 2022 | $1,794,002 | +355.3% | 39,849 | +349.1% | 0.08% | +305.3% |
| Q3 2022 | $394,000 | +34.5% | 8,874 | +41.0% | 0.02% | +46.2% |
| Q2 2022 | $293,000 | -33.7% | 6,294 | -29.2% | 0.01% | -18.8% |
| Q1 2022 | $442,000 | -10.2% | 8,886 | -4.3% | 0.02% | 0.0% |
| Q4 2021 | $492,000 | -14.4% | 9,281 | -14.3% | 0.02% | -27.3% |
| Q3 2021 | $575,000 | +47.1% | 10,829 | +47.6% | 0.02% | +46.7% |
| Q2 2021 | $391,000 | +29.0% | 7,338 | +27.0% | 0.02% | +15.4% |
| Q1 2021 | $303,000 | – | 5,777 | – | 0.01% | – |
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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% |