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 | $20,645,144 | +93.3% | 473,947 | +101.6% | 0.18% | +97.8% |
| Q2 2023 | $10,680,009 | +63.2% | 235,139 | +65.3% | 0.09% | +57.9% |
| Q1 2023 | $6,543,317 | +353.0% | 142,246 | +343.4% | 0.06% | +338.5% |
| Q4 2022 | $1,444,444 | +310.4% | 32,084 | +305.4% | 0.01% | +85.7% |
| Q3 2022 | $352,000 | -48.5% | 7,915 | -46.1% | 0.01% | -36.4% |
| Q2 2022 | $683,000 | +57.0% | 14,683 | +67.8% | 0.01% | +83.3% |
| Q1 2022 | $435,000 | +6.6% | 8,750 | +13.7% | 0.01% | 0.0% |
| Q4 2021 | $408,000 | +55.7% | 7,699 | +56.3% | 0.01% | +50.0% |
| Q3 2021 | $262,000 | +20.7% | 4,925 | +20.8% | 0.00% | +33.3% |
| Q2 2021 | $217,000 | – | 4,078 | – | 0.00% | – |
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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% |