FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 414 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $41,567,255 | +21.5% | 925,156 | +22.5% | 1.31% | +13.3% |
| Q1 2024 | $34,209,182 | +12.0% | 755,003 | +12.5% | 1.16% | +1.5% |
| Q4 2023 | $30,546,396 | +21.9% | 671,349 | +16.7% | 1.14% | -3.9% |
| Q3 2023 | $25,058,966 | +18.7% | 575,275 | +23.8% | 1.18% | +8.1% |
| Q2 2023 | $21,103,499 | +51.3% | 464,630 | +53.2% | 1.10% | +34.2% |
| Q1 2023 | $13,946,651 | +44.8% | 303,188 | +41.7% | 0.82% | +24.0% |
| Q4 2022 | $9,634,145 | +83.6% | 213,997 | +81.2% | 0.66% | +64.5% |
| Q3 2022 | $5,247,000 | +139.0% | 118,095 | +150.3% | 0.40% | +136.7% |
| Q2 2022 | $2,195,000 | +127.0% | 47,181 | +142.9% | 0.17% | +152.2% |
| Q1 2022 | $967,000 | -52.9% | 19,424 | -49.8% | 0.07% | -54.4% |
| Q4 2021 | $2,052,000 | -5.2% | 38,703 | -5.0% | 0.15% | -9.8% |
| Q3 2021 | $2,165,000 | +5.5% | 40,745 | +5.9% | 0.16% | 0.0% |
| Q2 2021 | $2,053,000 | +10.7% | 38,487 | +8.8% | 0.16% | -5.2% |
| Q1 2021 | $1,854,000 | +131.2% | 35,384 | +139.3% | 0.17% | +129.3% |
| Q4 2020 | $802,000 | +88.3% | 14,784 | +89.8% | 0.08% | +56.2% |
| Q3 2020 | $426,000 | – | 7,788 | – | 0.05% | – |
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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% |