FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 172 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $85,044,822 | -3.2% | 1,952,360 | +0.9% | 1.49% | -1.1% |
| Q2 2023 | $87,841,919 | +2.7% | 1,933,992 | +4.0% | 1.51% | -20.7% |
| Q1 2023 | $85,507,218 | +7.3% | 1,858,853 | +5.0% | 1.90% | -2.9% |
| Q4 2022 | $79,672,653 | +11.2% | 1,769,717 | +9.7% | 1.96% | -13.3% |
| Q3 2022 | $71,654,000 | -5.3% | 1,612,724 | -0.8% | 2.26% | +5.5% |
| Q2 2022 | $75,681,000 | -3.5% | 1,626,298 | +3.2% | 2.14% | +9.1% |
| Q1 2022 | $78,437,000 | +22.7% | 1,575,994 | +30.7% | 1.96% | +12.6% |
| Q4 2021 | $63,934,000 | +164.0% | 1,205,847 | +164.6% | 1.74% | -29.2% |
| Q3 2021 | $24,216,000 | -60.4% | 455,791 | -60.2% | 2.46% | +10.4% |
| Q2 2021 | $61,117,000 | +14.6% | 1,146,018 | +12.7% | 2.23% | -0.1% |
| Q1 2021 | $53,315,000 | +24469.1% | 1,017,271 | +23480.7% | 2.23% | +3559.0% |
| Q2 2016 | $217,000 | – | 4,314 | – | 0.06% | – |
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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% |