FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 348 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $774,529 | +10.2% | 17,094 | +11.9% | 0.60% | -5.0% |
| Q4 2023 | $703,123 | -61.6% | 15,272 | -63.7% | 0.64% | -63.2% |
| Q3 2023 | $1,831,567 | -9.0% | 42,047 | -5.1% | 1.72% | -1.1% |
| Q2 2023 | $2,012,424 | +8.6% | 44,307 | +10.0% | 1.74% | +14.1% |
| Q1 2023 | $1,853,616 | +37.3% | 40,296 | +34.4% | 1.53% | +22.9% |
| Q4 2022 | $1,349,565 | -22.6% | 29,977 | -23.7% | 1.24% | -29.4% |
| Q3 2022 | $1,744,722 | -3.4% | 39,269 | +1.2% | 1.76% | +12.9% |
| Q2 2022 | $1,805,271 | +4.7% | 38,798 | +12.0% | 1.56% | -11.4% |
| Q1 2022 | $1,723,436 | -39.9% | 34,628 | -36.0% | 1.76% | -16.8% |
| Q4 2021 | $2,869,495 | +30.2% | 54,121 | +30.4% | 2.11% | +0.7% |
| Q3 2021 | $2,204,311 | +9.9% | 41,489 | +10.4% | 2.10% | +3.9% |
| Q2 2021 | $2,004,835 | +55.1% | 37,593 | +52.5% | 2.02% | +28.4% |
| Q1 2021 | $1,292,273 | – | 24,657 | – | 1.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kowal Investment Group, LLC | 1,997,662 | $90,733,828 | 24.27% |
| Presidio Capital Management, LLC | 660,216 | $29,987,008 | 24.02% |
| CPA Asset Management LLC | 474,569 | $21,554,924 | 15.49% |
| Goodwin Investment Advisory | 513,231 | $23,310,967 | 13.61% |
| Drake & Associates, LLC | 453,050 | $20,577,545 | 9.20% |
| REGIMEN WEALTH, LLC | 445,862 | $20,251,052 | 8.40% |
| Navalign, LLC | 437,137 | $19,854,763 | 7.92% |
| Sunburst Financial Group, LLC | 485,060 | $22,031,425 | 7.69% |
| WEALTH MANAGEMENT RESOURCES, INC. | 288,649 | $13,110,474 | 7.62% |
| Shakespeare Wealth Management, LLC | 475,149 | $21,581,273 | 7.38% |