FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 162 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $842,560 | -20.7% | 19,343 | -17.3% | 0.00% | -25.0% |
| Q2 2023 | $1,062,405 | -9.6% | 23,391 | -8.4% | 0.00% | -20.0% |
| Q1 2023 | $1,174,634 | -9.9% | 25,536 | -11.8% | 0.01% | -28.6% |
| Q4 2022 | $1,303,561 | -35.9% | 28,955 | -36.7% | 0.01% | -41.7% |
| Q3 2022 | $2,033,000 | -23.4% | 45,753 | -19.6% | 0.01% | -29.4% |
| Q2 2022 | $2,653,000 | -34.0% | 56,882 | -29.4% | 0.02% | -34.6% |
| Q1 2022 | $4,020,000 | -56.3% | 80,622 | -53.5% | 0.03% | -58.7% |
| Q4 2021 | $9,199,000 | -56.9% | 173,250 | -56.8% | 0.06% | -64.4% |
| Q3 2021 | $21,322,000 | +3120.8% | 400,724 | +3135.8% | 0.18% | +2850.0% |
| Q2 2021 | $662,000 | +1.8% | 12,384 | -0.0% | 0.01% | -14.3% |
| Q1 2021 | $650,000 | -3.3% | 12,387 | 0.0% | 0.01% | -22.2% |
| Q4 2020 | $672,000 | +12.2% | 12,387 | +13.4% | 0.01% | -10.0% |
| Q3 2020 | $599,000 | +4.0% | 10,926 | +2.6% | 0.01% | +11.1% |
| Q2 2020 | $576,000 | +6.5% | 10,646 | 0.0% | 0.01% | -25.0% |
| Q1 2020 | $541,000 | -2.0% | 10,646 | 0.0% | 0.01% | +33.3% |
| Q4 2019 | $552,000 | 0.0% | 10,646 | 0.0% | 0.01% | -52.6% |
| Q3 2019 | $552,000 | – | 10,646 | – | 0.02% | – |
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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% |