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 | $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 | 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% |