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 | $10,261,125 | -6.5% | 235,563 | -2.5% | 0.16% | -7.5% |
| Q2 2023 | $10,969,354 | +19.0% | 241,509 | +20.5% | 0.17% | +12.3% |
| Q1 2023 | $9,221,560 | +17.3% | 200,469 | +14.8% | 0.15% | +7.7% |
| Q4 2022 | $7,864,344 | +34.9% | 174,686 | +33.1% | 0.14% | -7.1% |
| Q3 2022 | $5,831,000 | +91.9% | 131,243 | +101.0% | 0.15% | +123.2% |
| Q2 2022 | $3,038,000 | +266.0% | 65,298 | +291.6% | 0.07% | +305.9% |
| Q1 2022 | $830,000 | +179.5% | 16,676 | +198.2% | 0.02% | +183.3% |
| Q4 2021 | $297,000 | – | 5,593 | – | 0.01% | – |
Download | ||||||
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% |