FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 256 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,110,973 | -6.7% | 48,461 | -2.7% | 1.22% | +0.8% |
| Q2 2023 | $2,263,342 | -4.5% | 49,831 | -3.3% | 1.22% | -6.6% |
| Q1 2023 | $2,370,255 | +2.4% | 51,527 | +0.2% | 1.30% | -2.1% |
| Q4 2022 | $2,315,127 | -9.2% | 51,424 | -10.4% | 1.33% | -5.1% |
| Q3 2022 | $2,551,000 | -9.1% | 57,413 | -4.8% | 1.40% | -4.7% |
| Q2 2022 | $2,807,000 | -16.0% | 60,327 | -10.2% | 1.47% | -4.5% |
| Q1 2022 | $3,342,000 | -10.7% | 67,145 | -4.9% | 1.54% | -7.8% |
| Q4 2021 | $3,744,000 | -23.8% | 70,616 | -23.7% | 1.67% | -29.2% |
| Q3 2021 | $4,916,000 | -2.2% | 92,524 | -1.9% | 2.36% | +0.2% |
| Q2 2021 | $5,028,000 | +27.7% | 94,280 | +25.5% | 2.35% | +13.3% |
| Q1 2021 | $3,937,000 | +47.5% | 75,118 | +52.7% | 2.08% | +54.7% |
| Q4 2020 | $2,669,000 | +72.8% | 49,189 | +74.0% | 1.34% | +57.3% |
| Q3 2020 | $1,545,000 | +147.2% | 28,269 | +143.9% | 0.85% | +165.2% |
| Q2 2020 | $625,000 | – | 11,589 | – | 0.32% | – |
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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% |