FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 56 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,450 | +27.6% | 607,207 | +33.0% | 0.16% | +26.6% |
| Q2 2023 | $20,729 | +4.6% | 456,392 | +5.9% | 0.13% | -4.5% |
| Q1 2023 | $19,822 | -2.5% | 430,915 | -4.5% | 0.13% | -10.7% |
| Q4 2022 | $20,322 | -99.9% | 451,402 | -4.9% | 0.15% | -10.2% |
| Q3 2022 | $21,083,000 | -10.9% | 474,518 | -6.7% | 0.17% | -8.7% |
| Q2 2022 | $23,672,000 | -14.9% | 508,754 | -9.0% | 0.18% | -7.1% |
| Q1 2022 | $27,833,000 | -7.0% | 559,223 | -1.0% | 0.20% | -6.6% |
| Q4 2021 | $29,938,000 | +997833.3% | 564,662 | +868610.8% | 0.21% | – |
| Q2 2021 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | -84.2% | 65 | -83.7% | 0.00% | – |
| Q4 2018 | $19,000 | 0.0% | 398 | 0.0% | 0.00% | – |
| Q3 2018 | $19,000 | 0.0% | 398 | 0.0% | 0.00% | -100.0% |
| Q2 2018 | $19,000 | -5.0% | 398 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $20,000 | – | 398 | – | 0.00% | – |
Download | ||||||
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% |