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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $583,000 | -3.6% | 10,998 | -3.4% | 0.01% | -13.3% |
| Q3 2021 | $605,000 | -0.3% | 11,387 | +0.0% | 0.02% | 0.0% |
| Q2 2021 | $607,000 | +11.4% | 11,384 | +9.5% | 0.02% | 0.0% |
| Q1 2021 | $545,000 | +58.9% | 10,400 | +64.3% | 0.02% | +50.0% |
| Q4 2020 | $343,000 | +71.5% | 6,330 | +73.3% | 0.01% | +42.9% |
| Q3 2020 | $200,000 | +150.0% | 3,652 | +121.3% | 0.01% | +75.0% |
| Q3 2018 | $80,000 | -43.3% | 1,650 | -42.7% | 0.00% | -33.3% |
| Q1 2018 | $141,000 | +69.9% | 2,879 | +74.5% | 0.01% | +50.0% |
| Q4 2017 | $83,000 | – | 1,650 | – | 0.00% | – |
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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% |