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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $92,000 | -7.1% | 1,985 | 0.0% | 0.02% | +5.6% |
| Q1 2022 | $99,000 | -5.7% | 1,985 | 0.0% | 0.02% | -18.2% |
| Q3 2021 | $105,000 | -0.9% | 1,985 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $106,000 | +1.9% | 1,985 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $104,000 | -51.9% | 1,985 | -50.0% | 0.02% | -12.0% |
| Q4 2020 | $216,000 | +100.0% | 3,970 | +100.0% | 0.02% | -16.7% |
| Q3 2020 | $108,000 | +0.9% | 1,985 | 0.0% | 0.03% | -9.1% |
| Q2 2020 | $107,000 | +3.9% | 1,985 | 0.0% | 0.03% | -17.5% |
| Q1 2020 | $103,000 | 0.0% | 1,985 | 0.0% | 0.04% | +2.6% |
| Q4 2019 | $103,000 | 0.0% | 1,985 | 0.0% | 0.04% | -7.1% |
| Q3 2019 | $103,000 | +2.0% | 1,985 | 0.0% | 0.04% | +2.4% |
| Q2 2019 | $101,000 | +2.0% | 1,985 | 0.0% | 0.04% | -4.7% |
| Q1 2019 | $99,000 | +3.1% | 1,985 | 0.0% | 0.04% | -17.3% |
| Q4 2018 | $96,000 | 0.0% | 1,985 | 0.0% | 0.05% | +18.2% |
| Q3 2018 | $96,000 | -1.0% | 1,985 | 0.0% | 0.04% | -8.3% |
| Q2 2018 | $97,000 | -1.0% | 1,985 | 0.0% | 0.05% | -21.3% |
| Q1 2018 | $98,000 | -2.0% | 1,985 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $100,000 | 0.0% | 1,985 | 0.0% | 0.06% | -6.2% |
| Q3 2017 | $100,000 | 0.0% | 1,985 | 0.0% | 0.06% | -1.5% |
| Q2 2017 | $100,000 | – | 1,985 | – | 0.07% | – |
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% |