FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,092,206 | -3.3% | 644,908 | +0.9% | 2.94% | -2.7% |
| Q2 2023 | $29,038,283 | -6.0% | 639,328 | -4.8% | 3.02% | -8.9% |
| Q1 2023 | $30,878,251 | +48.0% | 671,266 | +44.9% | 3.32% | +40.3% |
| Q4 2022 | $20,863,149 | +0.4% | 463,420 | -0.9% | 2.37% | -3.3% |
| Q3 2022 | $20,782,000 | -3.0% | 467,738 | +1.6% | 2.45% | +1.1% |
| Q2 2022 | $21,432,000 | -12.8% | 460,524 | -6.8% | 2.42% | -1.8% |
| Q1 2022 | $24,577,000 | -0.9% | 494,060 | +3.6% | 2.46% | -2.4% |
| Q4 2021 | $24,794,000 | +22.1% | 477,012 | +24.8% | 2.53% | -23.6% |
| Q3 2021 | $20,303,000 | -1.8% | 382,141 | -1.5% | 3.31% | -1.8% |
| Q2 2021 | $20,682,000 | +49.1% | 387,804 | +46.5% | 3.37% | +104.2% |
| Q1 2021 | $13,873,000 | +48.0% | 264,700 | +53.2% | 1.65% | +42.7% |
| Q4 2020 | $9,375,000 | +2.2% | 172,811 | +3.0% | 1.16% | -11.1% |
| Q3 2020 | $9,171,000 | +9.8% | 167,809 | +8.3% | 1.30% | +2.4% |
| Q2 2020 | $8,353,000 | +5.3% | 154,882 | +1.0% | 1.27% | -14.2% |
| Q1 2020 | $7,933,000 | -2.1% | 153,291 | -2.1% | 1.48% | +20.6% |
| Q4 2019 | $8,104,000 | +4.4% | 156,621 | +4.4% | 1.23% | +13.7% |
| Q3 2019 | $7,759,000 | +3.9% | 150,071 | +2.6% | 1.08% | +3.1% |
| Q2 2019 | $7,466,000 | +10.1% | 146,256 | +10.0% | 1.05% | -2.3% |
| Q1 2019 | $6,781,000 | +9.2% | 133,015 | +3.9% | 1.07% | -3.0% |
| Q4 2018 | $6,212,000 | – | 127,994 | – | 1.11% | – |
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% |