FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,939 | +13.3% | 1,674,457 | +18.1% | 4.06% | +13.4% |
| Q2 2023 | $64,405 | +3.1% | 1,417,982 | +4.5% | 3.58% | +0.2% |
| Q1 2023 | $62,443 | +11.1% | 1,357,476 | +8.7% | 3.57% | +4.1% |
| Q4 2022 | $56,198 | -99.9% | 1,248,279 | +3.8% | 3.43% | -6.8% |
| Q3 2022 | $53,415,000 | -1.5% | 1,202,239 | +3.2% | 3.68% | -2.3% |
| Q2 2022 | $54,206,000 | -3.7% | 1,164,966 | +3.1% | 3.77% | +5.8% |
| Q1 2022 | $56,262,000 | +18779.9% | 1,130,437 | +20003.8% | 3.56% | +19688.9% |
| Q4 2021 | $298,000 | +12.9% | 5,623 | +13.0% | 0.02% | +5.9% |
| Q3 2021 | $264,000 | +36.1% | 4,977 | +36.6% | 0.02% | +30.8% |
| Q2 2021 | $194,000 | +120.5% | 3,644 | +117.2% | 0.01% | +116.7% |
| Q1 2021 | $88,000 | +388.9% | 1,678 | +405.4% | 0.01% | +200.0% |
| Q4 2020 | $18,000 | +28.6% | 332 | +25.8% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | – | 264 | – | 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% |