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 | $1,021,623 | +0.2% | 23,437 | +4.5% | 0.07% | -1.4% |
| Q2 2023 | $1,019,520 | +6.6% | 22,427 | +7.9% | 0.07% | 0.0% |
| Q1 2023 | $956,294 | +6.7% | 20,789 | +4.4% | 0.07% | -1.4% |
| Q4 2022 | $896,573 | +14.9% | 19,915 | +13.4% | 0.07% | -28.7% |
| Q3 2022 | $780,000 | +1.6% | 17,557 | +6.6% | 0.10% | +18.8% |
| Q2 2022 | $768,000 | +0.7% | 16,464 | +7.6% | 0.08% | +4.9% |
| Q1 2022 | $763,000 | – | 15,301 | – | 0.08% | – |
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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% |