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 | $4,158,552 | -0.3% | 95,467 | +3.9% | 0.04% | +2.8% |
| Q2 2023 | $4,169,007 | -2.4% | 91,907 | -1.0% | 0.04% | -12.2% |
| Q1 2023 | $4,270,033 | +232.9% | 92,827 | +3.0% | 0.04% | -36.9% |
| Q4 2022 | $1,282,709 | -67.9% | 90,131 | +0.4% | 0.06% | +41.3% |
| Q3 2022 | $3,990,000 | +5.6% | 89,802 | +10.5% | 0.05% | +35.3% |
| Q2 2022 | $3,780,000 | -31.9% | 81,243 | -27.2% | 0.03% | -20.9% |
| Q1 2022 | $5,551,000 | -0.9% | 111,525 | +5.5% | 0.04% | +2.4% |
| Q4 2021 | $5,604,000 | -12.2% | 105,701 | -12.0% | 0.04% | +2.4% |
| Q3 2021 | $6,382,000 | +14.0% | 120,135 | +14.4% | 0.04% | -16.3% |
| Q2 2021 | $5,599,000 | +13.4% | 104,987 | +11.4% | 0.05% | +4.3% |
| Q1 2021 | $4,938,000 | -7.1% | 94,216 | -3.9% | 0.05% | -14.5% |
| Q4 2020 | $5,318,000 | +3.3% | 98,021 | +4.0% | 0.06% | -17.9% |
| Q3 2020 | $5,150,000 | +8.1% | 94,234 | +6.7% | 0.07% | +1.5% |
| Q2 2020 | $4,765,000 | -1.1% | 88,358 | -5.1% | 0.07% | -25.0% |
| Q1 2020 | $4,817,000 | +8.2% | 93,089 | +8.2% | 0.09% | +27.5% |
| Q4 2019 | $4,452,000 | +9.7% | 86,039 | +9.6% | 0.07% | +9.5% |
| Q3 2019 | $4,057,000 | +24.4% | 78,472 | +22.8% | 0.06% | +6.8% |
| Q2 2019 | $3,261,000 | +0.6% | 63,879 | -1.6% | 0.06% | -7.8% |
| Q1 2019 | $3,243,000 | +45.4% | 64,927 | +41.3% | 0.06% | +18.5% |
| Q4 2018 | $2,230,000 | +19.3% | 45,961 | +19.5% | 0.05% | +42.1% |
| Q3 2018 | $1,869,000 | +613.4% | 38,457 | +617.3% | 0.04% | +850.0% |
| Q2 2018 | $262,000 | -61.5% | 5,361 | -61.3% | 0.00% | -85.2% |
| Q1 2018 | $680,000 | – | 13,839 | – | 0.03% | – |
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% |