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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $411,860 | -3.1% | 9,455 | +1.1% | 0.04% | 0.0% |
| Q2 2023 | $424,984 | -0.3% | 9,356 | +0.9% | 0.04% | -5.0% |
| Q1 2023 | $426,464 | +1.8% | 9,270 | -0.4% | 0.04% | -7.0% |
| Q4 2022 | $419,094 | -99.9% | 9,309 | -13.7% | 0.04% | -21.8% |
| Q2 2022 | $501,728,000 | +15.7% | 10,782 | +23.8% | 0.06% | +34.1% |
| Q1 2022 | $433,645,000 | -13.9% | 8,712 | -8.2% | 0.04% | -12.8% |
| Q4 2021 | $503,384,000 | -5.2% | 9,494 | -5.0% | 0.05% | -6.0% |
| Q3 2021 | $531,123,000 | -0.6% | 9,996 | -0.2% | 0.05% | -3.8% |
| Q2 2021 | $534,437,000 | -7.0% | 10,021 | -8.6% | 0.05% | -11.9% |
| Q1 2021 | $574,532,000 | +2.9% | 10,962 | +6.5% | 0.06% | -6.3% |
| Q4 2020 | $558,192,000 | +2.3% | 10,289 | +3.0% | 0.06% | -8.7% |
| Q3 2020 | $545,753,000 | -3.4% | 9,986 | -4.7% | 0.07% | -10.4% |
| Q2 2020 | $565,213,000 | +2.6% | 10,480 | -1.5% | 0.08% | -14.4% |
| Q1 2020 | $550,875,000 | +3.0% | 10,644 | +1.6% | 0.09% | +36.4% |
| Q2 2019 | $534,787,000 | +5.1% | 10,475 | +2.8% | 0.07% | -4.3% |
| Q1 2019 | $508,861,000 | +228.2% | 10,185 | +219.4% | 0.07% | +228.6% |
| Q3 2018 | $155,052,000 | +14.7% | 3,189 | +15.3% | 0.02% | +5.0% |
| Q2 2018 | $135,191,000 | +100041.5% | 2,766 | +0.5% | 0.02% | -4.8% |
| Q1 2018 | $135,000 | – | 2,751 | – | 0.02% | – |
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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% |