FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 272 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $508 | -67.1% | 11,190 | -66.6% | 0.04% | -64.3% |
| Q1 2023 | $1,543 | -100.0% | 33,542 | +9.2% | 0.13% | +4.1% |
| Q4 2022 | $1,383,183,670 | +658558.9% | 30,724 | +628.2% | 0.12% | +572.2% |
| Q1 2022 | $210,000 | -6.2% | 4,219 | 0.0% | 0.02% | -5.3% |
| Q4 2021 | $224,000 | 0.0% | 4,219 | 0.0% | 0.02% | -24.0% |
| Q3 2021 | $224,000 | -12.5% | 4,219 | -13.5% | 0.02% | -24.2% |
| Q1 2021 | $256,000 | -3.0% | 4,876 | 0.0% | 0.03% | -10.8% |
| Q4 2020 | $264,000 | -0.8% | 4,876 | 0.0% | 0.04% | -7.5% |
| Q3 2020 | $266,000 | +1.1% | 4,876 | 0.0% | 0.04% | -13.0% |
| Q2 2020 | $263,000 | +4.4% | 4,876 | 0.0% | 0.05% | -8.0% |
| Q1 2020 | $252,000 | -73.0% | 4,876 | -72.9% | 0.05% | -69.1% |
| Q4 2019 | $932,000 | +0.1% | 18,004 | 0.0% | 0.16% | -9.0% |
| Q3 2019 | $931,000 | -6.2% | 18,004 | -7.4% | 0.18% | -7.8% |
| Q2 2019 | $993,000 | +6.0% | 19,448 | +3.7% | 0.19% | -1.0% |
| Q1 2019 | $937,000 | +3.0% | 18,746 | 0.0% | 0.20% | -11.8% |
| Q4 2018 | $910,000 | -0.1% | 18,746 | 0.0% | 0.22% | +9.4% |
| Q3 2018 | $911,000 | -0.5% | 18,746 | 0.0% | 0.20% | -7.3% |
| Q2 2018 | $916,000 | -0.5% | 18,746 | 0.0% | 0.22% | -28.5% |
| Q1 2018 | $921,000 | +0.3% | 18,746 | +2.6% | 0.30% | +2.0% |
| Q4 2017 | $918,000 | 0.0% | 18,263 | +0.1% | 0.30% | -18.3% |
| Q3 2017 | $918,000 | +1.9% | 18,249 | +1.5% | 0.37% | -11.2% |
| Q2 2017 | $901,000 | +0.7% | 17,979 | +0.1% | 0.41% | +5.6% |
| Q1 2017 | $895,000 | +0.2% | 17,956 | +0.1% | 0.39% | -5.3% |
| Q4 2016 | $893,000 | -2.4% | 17,934 | +0.1% | 0.41% | -21.4% |
| Q3 2016 | $915,000 | +10.1% | 17,912 | +8.5% | 0.52% | +0.2% |
| Q2 2016 | $831,000 | – | 16,516 | – | 0.52% | – |
Download | ||||||
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% |