FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 272 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,272,769 | -51.1% | 29,219 | -47.1% | 0.06% | 0.0% |
| Q2 2023 | $2,600,514 | +97.9% | 55,284 | +104.7% | 0.06% | 0.0% |
| Q1 2023 | $1,314,251 | +103384.3% | 27,008 | +3.5% | 0.06% | +67.6% |
| Q4 2022 | $1,270 | -99.9% | 26,093 | +1.7% | 0.03% | +6.2% |
| Q3 2022 | $1,247,000 | +2.8% | 25,649 | +2.8% | 0.03% | -15.8% |
| Q2 2022 | $1,213,000 | -51.4% | 24,958 | -51.4% | 0.04% | +22.6% |
| Q1 2022 | $2,496,000 | +80.0% | 51,341 | +96.3% | 0.03% | +14.8% |
| Q4 2021 | $1,387,000 | -1.5% | 26,150 | -1.3% | 0.03% | -3.6% |
| Q3 2021 | $1,408,000 | +28.4% | 26,496 | +28.9% | 0.03% | +21.7% |
| Q2 2021 | $1,097,000 | +6.4% | 20,557 | +4.4% | 0.02% | +15.0% |
| Q1 2021 | $1,031,000 | +1.4% | 19,690 | +4.9% | 0.02% | -51.2% |
| Q4 2020 | $1,017,000 | +3.6% | 18,763 | +4.4% | 0.04% | -30.5% |
| Q3 2020 | $982,000 | +1.7% | 17,976 | +0.6% | 0.06% | -23.4% |
| Q2 2020 | $966,000 | +6.2% | 17,873 | +0.7% | 0.08% | -16.3% |
| Q1 2020 | $910,000 | +2.7% | 17,755 | +3.5% | 0.09% | +37.3% |
| Q4 2019 | $886,000 | +19.4% | 17,155 | +19.0% | 0.07% | +34.0% |
| Q3 2019 | $742,000 | +74100.0% | 14,411 | +51367.9% | 0.05% | – |
| Q1 2017 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | 0.0% | 28 | +180.0% | 0.00% | – |
| Q2 2016 | $1,000 | – | 10 | 0.0% | 0.00% | – |
| Q4 2015 | $0 | – | 10 | – | 0.00% | – |
Download | ||||||
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% |