FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $105,478,798 | +5.3% | 2,421,460 | +9.8% | 0.04% | +5.9% |
| Q2 2023 | $100,145,559 | +39.1% | 2,204,878 | +40.8% | 0.03% | +30.8% |
| Q1 2023 | $72,019,854 | +39.1% | 1,565,649 | +36.1% | 0.03% | +36.8% |
| Q4 2022 | $51,782,634 | +41.5% | 1,150,214 | +39.6% | 0.02% | +18.8% |
| Q3 2022 | $36,606,000 | -5.1% | 823,896 | -0.6% | 0.02% | 0.0% |
| Q2 2022 | $38,567,000 | -19.2% | 828,853 | -13.6% | 0.02% | 0.0% |
| Q1 2022 | $47,734,000 | +0.3% | 959,082 | +6.8% | 0.02% | +14.3% |
| Q4 2021 | $47,611,000 | +2.2% | 897,990 | +2.4% | 0.01% | -6.7% |
| Q3 2021 | $46,575,000 | +18.7% | 876,620 | +19.2% | 0.02% | +15.4% |
| Q2 2021 | $39,235,000 | +44.7% | 735,705 | +42.2% | 0.01% | +44.4% |
| Q1 2021 | $27,109,000 | +69.1% | 517,245 | +75.1% | 0.01% | +80.0% |
| Q4 2020 | $16,030,000 | +17.6% | 295,474 | +18.4% | 0.01% | 0.0% |
| Q3 2020 | $13,633,000 | +5.4% | 249,466 | +4.0% | 0.01% | 0.0% |
| Q2 2020 | $12,939,000 | +3.4% | 239,927 | -0.8% | 0.01% | -16.7% |
| Q1 2020 | $12,514,000 | -22.4% | 241,817 | -22.4% | 0.01% | 0.0% |
| Q4 2019 | $16,127,000 | +6.8% | 311,702 | +6.7% | 0.01% | 0.0% |
| Q3 2019 | $15,107,000 | +2.2% | 292,203 | +0.9% | 0.01% | 0.0% |
| Q2 2019 | $14,783,000 | +0.8% | 289,573 | -1.3% | 0.01% | 0.0% |
| Q1 2019 | $14,659,000 | +18.9% | 293,414 | +15.5% | 0.01% | 0.0% |
| Q4 2018 | $12,329,000 | +1.4% | 254,057 | +1.6% | 0.01% | +20.0% |
| Q3 2018 | $12,161,000 | +412.3% | 250,175 | +415.0% | 0.01% | +400.0% |
| Q2 2018 | $2,374,000 | +44.8% | 48,575 | +45.5% | 0.00% | 0.0% |
| Q1 2018 | $1,640,000 | +42.4% | 33,383 | +45.7% | 0.00% | – |
| Q4 2017 | $1,152,000 | +10.7% | 22,917 | +10.7% | 0.00% | – |
| Q3 2017 | $1,041,000 | +628.0% | 20,698 | +624.5% | 0.00% | – |
| Q2 2017 | $143,000 | -31.6% | 2,857 | -32.0% | 0.00% | – |
| Q1 2017 | $209,000 | +42.2% | 4,199 | +42.9% | 0.00% | – |
| Q4 2016 | $147,000 | -96.3% | 2,939 | -96.2% | 0.00% | -100.0% |
| Q3 2016 | $3,928,000 | +14448.1% | 76,914 | +14578.2% | 0.00% | – |
| Q2 2016 | $27,000 | -79.1% | 524 | -80.2% | 0.00% | – |
| Q1 2016 | $129,000 | +126.3% | 2,645 | +131.2% | 0.00% | – |
| Q2 2015 | $57,000 | -99.3% | 1,144 | -99.3% | 0.00% | -100.0% |
| Q1 2015 | $7,853,000 | -21.5% | 154,795 | -22.6% | 0.01% | -28.6% |
| Q4 2014 | $10,006,000 | – | 200,000 | – | 0.01% | – |
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% |