FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 68 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |