FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 272 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,379 | -13.7% | 31,656 | -10.0% | 0.29% | -9.9% |
| Q2 2023 | $1,598 | -2.0% | 35,172 | -0.8% | 0.32% | -10.3% |
| Q1 2023 | $1,630 | -0.9% | 35,444 | -3.0% | 0.36% | -8.4% |
| Q4 2022 | $1,644 | -99.9% | 36,528 | -2.7% | 0.39% | -7.3% |
| Q3 2022 | $1,668,000 | -6.8% | 37,552 | -2.3% | 0.42% | -0.9% |
| Q2 2022 | $1,789,000 | -7.9% | 38,453 | -1.5% | 0.43% | +12.0% |
| Q1 2022 | $1,943,000 | -0.9% | 39,044 | +5.6% | 0.38% | +4.9% |
| Q4 2021 | $1,960,000 | +1.6% | 36,971 | +1.8% | 0.36% | -7.8% |
| Q3 2021 | $1,930,000 | +7.8% | 36,332 | +8.2% | 0.40% | +7.9% |
| Q2 2021 | $1,791,000 | +4.1% | 33,591 | +2.4% | 0.37% | -5.2% |
| Q1 2021 | $1,720,000 | -1.5% | 32,809 | +1.9% | 0.39% | -5.6% |
| Q4 2020 | $1,747,000 | +3.3% | 32,206 | +4.1% | 0.41% | -6.8% |
| Q3 2020 | $1,691,000 | +7.8% | 30,946 | +6.3% | 0.44% | -4.8% |
| Q2 2020 | $1,569,000 | +9.2% | 29,101 | +4.8% | 0.46% | -25.6% |
| Q1 2020 | $1,437,000 | +29.1% | 27,769 | +29.1% | 0.62% | +110.2% |
| Q4 2019 | $1,113,000 | +35.9% | 21,505 | +35.8% | 0.30% | +25.5% |
| Q3 2019 | $819,000 | +25.2% | 15,832 | +23.6% | 0.24% | +19.9% |
| Q2 2019 | $654,000 | +179.5% | 12,807 | +173.8% | 0.20% | +168.5% |
| Q1 2019 | $234,000 | – | 4,677 | – | 0.07% | – |
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% |