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 | $5,265,780 | -0.9% | 120,886 | +3.3% | 1.02% | -17.3% |
| Q2 2023 | $5,314,807 | -6.9% | 117,015 | -5.8% | 1.23% | -3.9% |
| Q1 2023 | $5,711,578 | +4.0% | 124,165 | +1.8% | 1.28% | -68.8% |
| Q4 2022 | $5,491,853 | +56.1% | 121,987 | +54.0% | 4.11% | +23.7% |
| Q3 2022 | $3,518,000 | -40.4% | 79,189 | -37.6% | 3.32% | -25.2% |
| Q2 2022 | $5,900,000 | -5.9% | 126,804 | +0.7% | 4.44% | +27.4% |
| Q1 2022 | $6,267,000 | -44.4% | 125,910 | -40.8% | 3.48% | +65.1% |
| Q4 2021 | $11,280,000 | +13.9% | 212,747 | +14.1% | 2.11% | -60.3% |
| Q3 2021 | $9,902,000 | +1.6% | 186,381 | +2.0% | 5.31% | +2.3% |
| Q2 2021 | $9,742,000 | +6.8% | 182,676 | +5.0% | 5.19% | +15.5% |
| Q1 2021 | $9,119,000 | +62.2% | 173,994 | +67.9% | 4.49% | +30.4% |
| Q4 2020 | $5,623,000 | +146.0% | 103,652 | +147.8% | 3.44% | +57.6% |
| Q3 2020 | $2,286,000 | -54.2% | 41,825 | -54.8% | 2.18% | -57.4% |
| Q2 2020 | $4,995,000 | +13.2% | 92,612 | +8.6% | 5.13% | -10.9% |
| Q1 2020 | $4,413,000 | +77.8% | 85,281 | +77.8% | 5.75% | +133.8% |
| Q4 2019 | $2,482,000 | – | 47,971 | – | 2.46% | – |
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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% |