FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 111 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,591,889 | -2.1% | 123,963 | -1.3% | 1.38% | -5.1% |
Q1 2024 | $5,709,094 | +4.7% | 125,539 | +6.0% | 1.45% | +9.8% |
Q4 2023 | $5,450,768 | -26.6% | 118,392 | -30.3% | 1.32% | -36.4% |
Q3 2023 | $7,428,556 | +2.9% | 169,952 | +7.0% | 2.08% | +7.0% |
Q2 2023 | $7,217,011 | +30.5% | 158,895 | +32.2% | 1.94% | +21.5% |
Q1 2023 | $5,529,062 | +9.3% | 120,197 | +7.0% | 1.60% | -1.6% |
Q4 2022 | $5,056,556 | +14.7% | 112,318 | +13.1% | 1.62% | +0.4% |
Q3 2022 | $4,410,000 | -71.0% | 99,268 | -69.6% | 1.62% | -70.6% |
Q2 2022 | $15,197,000 | -13.8% | 326,614 | -7.8% | 5.50% | +1.3% |
Q1 2022 | $17,638,000 | -8.2% | 354,390 | -2.2% | 5.42% | -6.4% |
Q4 2021 | $19,212,000 | -0.8% | 362,345 | -0.6% | 5.79% | -8.8% |
Q3 2021 | $19,363,000 | +1.9% | 364,445 | +2.3% | 6.35% | +0.1% |
Q2 2021 | $19,004,000 | +10.6% | 356,340 | +8.7% | 6.35% | -1.9% |
Q1 2021 | $17,188,000 | -7.3% | 327,953 | -4.1% | 6.48% | -4.7% |
Q4 2020 | $18,545,000 | +1.1% | 341,852 | +1.8% | 6.79% | -13.5% |
Q3 2020 | $18,349,000 | +28.2% | 335,757 | +26.5% | 7.85% | +14.9% |
Q2 2020 | $14,310,000 | +31.9% | 265,343 | +26.6% | 6.83% | +7.8% |
Q1 2020 | $10,847,000 | -43.7% | 209,610 | -43.7% | 6.34% | -36.0% |
Q4 2019 | $19,270,000 | +4.1% | 372,446 | +4.0% | 9.90% | -5.6% |
Q3 2019 | $18,518,000 | +7.1% | 358,186 | +5.7% | 10.48% | +3.3% |
Q2 2019 | $17,297,000 | +5.4% | 338,831 | +3.1% | 10.15% | +2.1% |
Q1 2019 | $16,413,000 | – | 328,520 | – | 9.94% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Kowal Investment Group, LLC | 1,997,662 | $90,733,828 | 24.27% |
Presidio Capital Management, LLC | 660,216 | $29,987,008 | 24.02% |
CPA Asset Management LLC | 474,569 | $21,554,924 | 15.49% |
Goodwin Investment Advisory | 513,231 | $23,310,967 | 13.61% |
Drake & Associates, LLC | 453,050 | $20,577,545 | 9.20% |
REGIMEN WEALTH, LLC | 445,862 | $20,251,052 | 8.40% |
Navalign, LLC | 437,137 | $19,854,763 | 7.92% |
Sunburst Financial Group, LLC | 485,060 | $22,031,425 | 7.69% |
WEALTH MANAGEMENT RESOURCES, INC. | 288,649 | $13,110,474 | 7.62% |
Shakespeare Wealth Management, LLC | 475,149 | $21,581,273 | 7.38% |