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 | $21,282,203 | -1.4% | 488,572 | +2.8% | 7.46% | +1.0% |
| Q2 2023 | $21,581,273 | +0.8% | 475,149 | +2.1% | 7.38% | -2.8% |
| Q1 2023 | $21,407,874 | +2.1% | 465,389 | -0.1% | 7.60% | -1.2% |
| Q4 2022 | $20,965,735 | +13.8% | 465,698 | +12.3% | 7.70% | -0.9% |
| Q3 2022 | $18,421,000 | -3.0% | 414,613 | +1.3% | 7.77% | +0.7% |
| Q2 2022 | $18,996,000 | -5.3% | 409,300 | +1.5% | 7.72% | +6.9% |
| Q1 2022 | $20,062,000 | -1.2% | 403,175 | +5.3% | 7.22% | -0.4% |
| Q4 2021 | $20,310,000 | +3.5% | 383,055 | +4.0% | 7.25% | -4.0% |
| Q3 2021 | $19,630,000 | +2.3% | 368,147 | +2.8% | 7.55% | +2.1% |
| Q2 2021 | $19,182,000 | +10.0% | 358,205 | +7.7% | 7.39% | +3.0% |
| Q1 2021 | $17,435,000 | +6.8% | 332,674 | +10.6% | 7.18% | +1.0% |
| Q4 2020 | $16,320,000 | +21.2% | 300,838 | +22.1% | 7.11% | +0.3% |
| Q3 2020 | $13,468,000 | +12.5% | 246,436 | +11.0% | 7.09% | +1.3% |
| Q2 2020 | $11,975,000 | +9.3% | 222,055 | +4.8% | 6.99% | -7.7% |
| Q1 2020 | $10,961,000 | -10.3% | 211,804 | -10.3% | 7.58% | +14.6% |
| Q4 2019 | $12,218,000 | +1.4% | 236,138 | +1.3% | 6.62% | -5.1% |
| Q3 2019 | $12,053,000 | +4.5% | 233,126 | +3.2% | 6.97% | -6.3% |
| Q2 2019 | $11,529,000 | +10.8% | 225,843 | +5.3% | 7.44% | -7.2% |
| Q4 2018 | $10,408,000 | – | 214,468 | – | 8.02% | – |
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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% |