FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 170 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $207,000 | -5.9% | 4,150 | 0.0% | 0.03% | -8.1% |
| Q4 2021 | $220,000 | 0.0% | 4,150 | 0.0% | 0.04% | -9.8% |
| Q3 2021 | $220,000 | -0.5% | 4,150 | 0.0% | 0.04% | +2.5% |
| Q2 2021 | $221,000 | +1.4% | 4,150 | 0.0% | 0.04% | -7.0% |
| Q1 2021 | $218,000 | -3.1% | 4,150 | 0.0% | 0.04% | -12.2% |
| Q4 2020 | $225,000 | -0.9% | 4,150 | 0.0% | 0.05% | -14.0% |
| Q3 2020 | $227,000 | +1.3% | 4,150 | 0.0% | 0.06% | -3.4% |
| Q2 2020 | $224,000 | +4.2% | 4,150 | 0.0% | 0.06% | -14.5% |
| Q1 2020 | $215,000 | 0.0% | 4,150 | 0.0% | 0.07% | +30.2% |
| Q4 2019 | $215,000 | 0.0% | 4,150 | 0.0% | 0.05% | -10.2% |
| Q3 2019 | $215,000 | +1.4% | 4,150 | 0.0% | 0.06% | -6.3% |
| Q2 2019 | $212,000 | -16.9% | 4,150 | -18.6% | 0.06% | -21.2% |
| Q1 2019 | $255,000 | +2.8% | 5,100 | 0.0% | 0.08% | -10.1% |
| Q4 2018 | $248,000 | -6.1% | 5,100 | -6.0% | 0.09% | +7.2% |
| Q3 2018 | $264,000 | -2.2% | 5,425 | -1.8% | 0.08% | -10.8% |
| Q2 2018 | $270,000 | +26.8% | 5,525 | +27.7% | 0.09% | +19.2% |
| Q1 2018 | $213,000 | -1.8% | 4,325 | 0.0% | 0.08% | -1.3% |
| Q4 2017 | $217,000 | – | 4,325 | – | 0.08% | – |
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% |