FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,095,497 | -5.4% | 323,588 | -1.3% | 0.96% | -5.9% |
| Q2 2023 | $14,896,343 | -3.1% | 327,969 | -1.9% | 1.02% | -13.4% |
| Q1 2023 | $15,377,044 | +0.8% | 334,284 | -1.3% | 1.17% | -6.3% |
| Q4 2022 | $15,254,559 | -0.4% | 338,840 | -1.7% | 1.25% | -22.7% |
| Q3 2022 | $15,309,000 | -27.1% | 344,564 | -23.6% | 1.62% | -31.1% |
| Q2 2022 | $20,988,000 | -13.4% | 451,068 | -7.4% | 2.35% | +1.3% |
| Q1 2022 | $24,232,000 | -2.7% | 486,870 | +3.7% | 2.32% | +0.7% |
| Q4 2021 | $24,892,000 | – | 469,481 | – | 2.30% | – |
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% |