FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 162 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $966,084 | +351.4% | 21,459 | +346.0% | 0.15% | +308.1% |
| Q3 2022 | $214,000 | -4.5% | 4,811 | 0.0% | 0.04% | -2.6% |
| Q2 2022 | $224,000 | -99.3% | 4,811 | -99.2% | 0.04% | -99.1% |
| Q1 2022 | $31,102,000 | -3.4% | 624,920 | +2.9% | 4.33% | +0.5% |
| Q4 2021 | $32,212,000 | +2.9% | 607,539 | +3.1% | 4.31% | -3.9% |
| Q3 2021 | $31,314,000 | +3.4% | 589,376 | +3.8% | 4.48% | +0.5% |
| Q2 2021 | $30,287,000 | +46.7% | 567,919 | +44.2% | 4.46% | +39.6% |
| Q1 2021 | $20,645,000 | +5.5% | 393,921 | +9.2% | 3.19% | -2.5% |
| Q4 2020 | $19,576,000 | +4.8% | 360,856 | +5.6% | 3.27% | -14.9% |
| Q3 2020 | $18,680,000 | +4.4% | 341,805 | +3.3% | 3.85% | -4.0% |
| Q2 2020 | $17,896,000 | +8.3% | 330,733 | +3.6% | 4.01% | -0.7% |
| Q1 2020 | $16,526,000 | +0.1% | 319,342 | +129.8% | 4.04% | +24.8% |
| Q4 2019 | $16,504,000 | +3.6% | 138,988 | -54.9% | 3.24% | -6.1% |
| Q3 2019 | $15,926,000 | +3.7% | 308,043 | +2.4% | 3.45% | -1.0% |
| Q2 2019 | $15,353,000 | +0.5% | 300,738 | -1.6% | 3.48% | -2.5% |
| Q1 2019 | $15,275,000 | -22.8% | 305,737 | -25.0% | 3.57% | -36.5% |
| Q4 2018 | $19,775,000 | -0.6% | 407,470 | -1.3% | 5.62% | +12.8% |
| Q3 2018 | $19,903,000 | -36.6% | 412,669 | -35.8% | 4.98% | -37.5% |
| Q2 2018 | $31,412,000 | +3.4% | 642,765 | +4.0% | 7.98% | -3.3% |
| Q1 2018 | $30,381,000 | +11.5% | 618,246 | +14.0% | 8.25% | +2.3% |
| Q4 2017 | $27,240,000 | +16.0% | 542,087 | +16.1% | 8.06% | +6.8% |
| Q3 2017 | $23,481,000 | +4.6% | 466,816 | +4.2% | 7.55% | -2.9% |
| Q2 2017 | $22,454,000 | +4.4% | 447,820 | +3.8% | 7.78% | -1.6% |
| Q1 2017 | $21,500,000 | +2.1% | 431,447 | +2.0% | 7.90% | -5.6% |
| Q4 2016 | $21,065,000 | +5.1% | 422,984 | +7.8% | 8.37% | +1.6% |
| Q3 2016 | $20,047,000 | +70.6% | 392,539 | +68.1% | 8.23% | +57.6% |
| Q2 2016 | $11,748,000 | +7.4% | 233,560 | +4.2% | 5.22% | +1.5% |
| Q1 2016 | $10,943,000 | +3.1% | 224,114 | +1.4% | 5.14% | -14.3% |
| Q4 2015 | $10,613,000 | – | 221,103 | – | 6.00% | – |
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% |