FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 147 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,504,891 | +18.2% | 34,548 | +23.2% | 0.02% | +21.4% |
| Q2 2023 | $1,273,599 | +5.5% | 28,041 | +6.8% | 0.01% | -6.7% |
| Q1 2023 | $1,207,610 | +158.0% | 26,252 | +20.5% | 0.02% | +15.4% |
| Q4 2022 | $468,109 | -43.6% | 21,784 | +16.6% | 0.01% | -7.1% |
| Q3 2022 | $830,000 | -15.0% | 18,687 | -11.0% | 0.01% | -12.5% |
| Q2 2022 | $977,000 | -23.6% | 21,008 | -18.2% | 0.02% | -23.8% |
| Q1 2022 | $1,279,000 | +9.2% | 25,693 | +16.4% | 0.02% | +16.7% |
| Q4 2021 | $1,171,000 | -12.9% | 22,074 | -12.8% | 0.02% | -45.5% |
| Q3 2021 | $1,345,000 | -59.5% | 25,310 | -59.4% | 0.03% | -62.5% |
| Q2 2021 | $3,323,000 | +38.3% | 62,317 | +36.0% | 0.09% | +22.2% |
| Q1 2021 | $2,402,000 | +25.2% | 45,834 | +29.7% | 0.07% | +14.3% |
| Q4 2020 | $1,918,000 | +4.4% | 35,351 | +5.1% | 0.06% | -1.6% |
| Q3 2020 | $1,838,000 | +32.0% | 33,624 | +30.3% | 0.06% | +18.5% |
| Q2 2020 | $1,392,000 | +18.5% | 25,814 | +13.7% | 0.05% | -5.3% |
| Q1 2020 | $1,175,000 | – | 22,696 | – | 0.06% | – |
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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% |