FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,237,926 | +1.4% | 452,444 | +6.8% | 0.42% | +10.5% |
| Q2 2023 | $18,980,895 | -1.0% | 423,681 | +1.3% | 0.38% | +2.4% |
| Q1 2023 | $19,171,440 | -8.3% | 418,408 | -8.1% | 0.37% | -11.8% |
| Q4 2022 | $20,900,184 | -0.4% | 455,342 | -4.0% | 0.42% | -12.8% |
| Q3 2022 | $20,975,000 | -13.0% | 474,341 | -8.4% | 0.48% | -9.0% |
| Q2 2022 | $24,105,000 | -53.6% | 517,839 | -51.6% | 0.53% | -47.5% |
| Q1 2022 | $51,901,000 | – | 1,070,556 | – | 1.02% | – |
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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% |