FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 461 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2024. The put-call ratio across all filers is 1.74 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $27,386,322 | +9.8% | 599,001 | +8.9% | 0.45% | +1.8% |
| Q1 2024 | $24,932,978 | +60.5% | 550,275 | +63.1% | 0.45% | +47.7% |
| Q4 2023 | $15,534,187 | -19.3% | 337,406 | -25.4% | 0.30% | -28.4% |
| 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 | 1,997,662 | $90,733,828 | 24.27% |
| Presidio Capital Management, LLC | 660,216 | $29,987,008 | 24.02% |
| CPA Asset Management LLC | 474,569 | $21,554,924 | 15.49% |
| Goodwin Investment Advisory | 513,231 | $23,310,967 | 13.61% |
| Drake & Associates, LLC | 453,050 | $20,577,545 | 9.20% |
| REGIMEN WEALTH, LLC | 445,862 | $20,251,052 | 8.40% |
| Navalign, LLC | 437,137 | $19,854,763 | 7.92% |
| Sunburst Financial Group, LLC | 485,060 | $22,031,425 | 7.69% |
| WEALTH MANAGEMENT RESOURCES, INC. | 288,649 | $13,110,474 | 7.62% |
| Shakespeare Wealth Management, LLC | 475,149 | $21,581,273 | 7.38% |