FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 54 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $93,679 | -0.8% | 2,085 | 0.0% | 0.01% | -20.0% |
| Q1 2024 | $94,471 | -1.6% | 2,085 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $95,993 | +5.7% | 2,085 | 0.0% | 0.01% | -16.7% |
| Q3 2023 | $90,823 | -4.1% | 2,085 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $94,701 | -1.3% | 2,085 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $95,910 | +2.2% | 2,085 | 0.0% | 0.01% | +8.3% |
| Q4 2022 | $93,867 | +2.0% | 2,085 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $92,000 | -5.2% | 2,085 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $97,000 | -46.4% | 2,085 | -44.2% | 0.02% | -70.6% |
| Q4 2018 | $181,000 | -0.5% | 3,736 | 0.0% | 0.05% | -37.0% |
| Q3 2018 | $182,000 | -0.5% | 3,736 | 0.0% | 0.08% | -3.6% |
| Q2 2018 | $183,000 | 0.0% | 3,736 | 0.0% | 0.08% | -3.4% |
| Q1 2018 | $183,000 | – | 3,736 | – | 0.09% | – |
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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% |