FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |