FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 110 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $550,069 | -1.3% | 12,628 | +3.0% | 0.07% | +1.5% |
| Q2 2023 | $557,056 | -10.9% | 12,265 | -9.8% | 0.07% | -24.4% |
| Q1 2023 | $625,473 | -1.8% | 13,597 | -3.9% | 0.09% | 0.0% |
| Q4 2022 | $637,258 | -15.1% | 14,155 | -16.3% | 0.09% | -32.8% |
| Q3 2022 | $751,000 | +14.0% | 16,904 | +19.2% | 0.13% | +17.5% |
| Q2 2022 | $659,000 | -42.1% | 14,181 | -38.0% | 0.11% | -23.0% |
| Q1 2022 | $1,138,000 | -37.7% | 22,885 | -33.6% | 0.15% | -31.5% |
| Q4 2021 | $1,828,000 | +24.3% | 34,487 | +24.5% | 0.22% | +7.5% |
| Q3 2021 | $1,471,000 | -20.8% | 27,696 | -20.4% | 0.20% | -22.4% |
| Q2 2021 | $1,857,000 | +31.8% | 34,783 | +29.4% | 0.26% | +11.6% |
| Q1 2021 | $1,409,000 | -21.6% | 26,886 | -18.9% | 0.23% | -27.3% |
| Q4 2020 | $1,797,000 | +24.5% | 33,138 | +25.3% | 0.32% | -3.3% |
| Q3 2020 | $1,443,000 | +20.0% | 26,438 | +18.5% | 0.33% | +14.2% |
| Q2 2020 | $1,202,000 | +8.1% | 22,304 | +3.8% | 0.29% | -26.8% |
| Q1 2020 | $1,112,000 | -12.9% | 21,489 | -12.9% | 0.40% | +15.8% |
| Q4 2019 | $1,276,000 | +53.4% | 24,672 | +53.2% | 0.34% | +31.2% |
| Q3 2019 | $832,000 | +57.9% | 16,102 | +55.8% | 0.26% | +52.0% |
| Q2 2019 | $527,000 | +57.8% | 10,336 | +54.4% | 0.17% | +52.7% |
| Q1 2019 | $334,000 | -10.2% | 6,696 | -12.7% | 0.11% | -27.7% |
| Q4 2018 | $372,000 | +12.4% | 7,670 | +12.3% | 0.16% | +43.5% |
| Q3 2018 | $331,000 | +3.8% | 6,827 | +4.5% | 0.11% | -6.9% |
| Q2 2018 | $319,000 | +10.8% | 6,535 | +11.3% | 0.12% | -0.9% |
| Q1 2018 | $288,000 | -40.9% | 5,872 | -39.5% | 0.12% | -43.8% |
| Q4 2017 | $487,000 | +8.9% | 9,706 | +9.2% | 0.21% | -2.3% |
| Q3 2017 | $447,000 | +0.9% | 8,888 | +0.5% | 0.21% | -2.7% |
| Q2 2017 | $443,000 | +102.3% | 8,846 | +101.4% | 0.22% | +79.5% |
| Q1 2017 | $219,000 | -40.7% | 4,393 | -41.0% | 0.12% | -50.2% |
| Q4 2016 | $369,000 | -10.4% | 7,448 | -7.9% | 0.24% | -15.8% |
| Q3 2016 | $412,000 | – | 8,091 | – | 0.29% | – |
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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% |