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 | $136,049,872 | +31.8% | 3,124,405 | +37.3% | 0.20% | +8.6% |
| Q2 2023 | $103,232,820 | +8.6% | 2,274,808 | +10.3% | 0.18% | +3.4% |
| Q1 2023 | $95,019,029 | +20.5% | 2,062,962 | +17.8% | 0.18% | +11.9% |
| Q4 2022 | $78,829,046 | +22.3% | 1,750,887 | +20.7% | 0.16% | +8.8% |
| Q3 2022 | $64,478,000 | -11.2% | 1,451,182 | -6.7% | 0.15% | -8.1% |
| Q2 2022 | $72,640,000 | +37.2% | 1,555,833 | +38.7% | 0.16% | +55.3% |
| Q1 2022 | $52,942,000 | -17.4% | 1,121,780 | -7.3% | 0.10% | -14.9% |
| Q4 2021 | $64,122,000 | +8.5% | 1,209,801 | +8.8% | 0.12% | -1.6% |
| Q3 2021 | $59,108,000 | +9.1% | 1,112,308 | +9.5% | 0.12% | +5.1% |
| Q2 2021 | $54,174,000 | +4.7% | 1,015,776 | +2.9% | 0.12% | -5.6% |
| Q1 2021 | $51,722,000 | +6.3% | 986,824 | +10.0% | 0.12% | -4.6% |
| Q4 2020 | $48,665,000 | +1.8% | 897,013 | +2.5% | 0.13% | -9.1% |
| Q3 2020 | $47,827,000 | +41.5% | 875,096 | +39.6% | 0.14% | +26.5% |
| Q2 2020 | $33,802,000 | -48.6% | 626,740 | -50.7% | 0.11% | -58.0% |
| Q1 2020 | $65,780,000 | – | 1,271,644 | – | 0.27% | – |
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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% |