FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 74 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
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% |