FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 201 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |