FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 121 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $543,998 | -1.9% | 12,108 | -1.0% | 0.06% | -9.7% |
| Q1 2024 | $554,369 | -0.5% | 12,235 | +1.1% | 0.06% | -11.4% |
| Q4 2023 | $557,151 | -0.6% | 12,101 | -6.0% | 0.07% | -10.3% |
| Q3 2023 | $560,749 | -11.8% | 12,873 | -8.1% | 0.08% | -14.3% |
| Q2 2023 | $635,942 | +33.2% | 14,001 | +34.2% | 0.09% | +18.2% |
| Q1 2023 | $477,419 | +2.0% | 10,433 | +0.4% | 0.08% | -15.4% |
| Q4 2022 | $467,977 | -49.6% | 10,395 | -50.3% | 0.09% | -53.6% |
| Q3 2022 | $929,000 | +65.0% | 20,915 | +72.8% | 0.20% | +64.7% |
| Q2 2022 | $563,000 | +61.8% | 12,107 | +72.9% | 0.12% | +85.9% |
| Q1 2022 | $348,000 | -0.9% | 7,004 | +2.2% | 0.06% | +12.3% |
| Q4 2021 | $351,000 | -17.6% | 6,850 | -13.8% | 0.06% | -26.0% |
| Q3 2021 | $426,000 | 0.0% | 7,946 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $426,000 | -16.5% | 7,946 | -18.3% | 0.08% | -23.0% |
| Q1 2021 | $510,000 | +5.8% | 9,728 | +9.5% | 0.10% | 0.0% |
| Q4 2020 | $482,000 | +45.2% | 8,886 | +46.1% | 0.10% | +8.7% |
| Q3 2020 | $332,000 | +23.9% | 6,081 | +22.4% | 0.09% | 0.0% |
| Q2 2020 | $268,000 | – | 4,967 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kowal Investment Group, LLC | 1,997,662 | $90,733,828 | 24.27% |
| Presidio Capital Management, LLC | 660,216 | $29,987,008 | 24.02% |
| CPA Asset Management LLC | 474,569 | $21,554,924 | 15.49% |
| Goodwin Investment Advisory | 513,231 | $23,310,967 | 13.61% |
| Drake & Associates, LLC | 453,050 | $20,577,545 | 9.20% |
| REGIMEN WEALTH, LLC | 445,862 | $20,251,052 | 8.40% |
| Navalign, LLC | 437,137 | $19,854,763 | 7.92% |
| Sunburst Financial Group, LLC | 485,060 | $22,031,425 | 7.69% |
| WEALTH MANAGEMENT RESOURCES, INC. | 288,649 | $13,110,474 | 7.62% |
| Shakespeare Wealth Management, LLC | 475,149 | $21,581,273 | 7.38% |