FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 172 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,764,425 | -24.9% | 86,419 | -21.7% | 0.01% | -28.6% |
| Q2 2023 | $5,010,342 | -5.5% | 110,311 | -4.2% | 0.01% | -12.5% |
| Q1 2023 | $5,299,281 | -45.1% | 115,202 | -46.1% | 0.01% | -46.7% |
| Q4 2022 | $9,644,598 | +2180.0% | 213,910 | +2146.0% | 0.02% | +1400.0% |
| Q3 2022 | $423,000 | -5.2% | 9,524 | -0.7% | 0.00% | 0.0% |
| Q2 2022 | $446,000 | -9.5% | 9,593 | -3.2% | 0.00% | 0.0% |
| Q1 2022 | $493,000 | -23.0% | 9,911 | -17.9% | 0.00% | 0.0% |
| Q4 2021 | $640,000 | -2.3% | 12,067 | -2.2% | 0.00% | 0.0% |
| Q3 2021 | $655,000 | -14.3% | 12,335 | -13.9% | 0.00% | 0.0% |
| Q2 2021 | $764,000 | +29.5% | 14,319 | +27.2% | 0.00% | 0.0% |
| Q1 2021 | $590,000 | +193.5% | 11,253 | +190.0% | 0.00% | 0.0% |
| Q4 2019 | $201,000 | +6600.0% | 3,880 | +5962.5% | 0.00% | – |
| Q2 2017 | $3,000 | +200.0% | 64 | +357.1% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | – | 14 | – | 0.00% | – |
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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% |