FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 147 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,210 | -99.9% | 49,090 | -8.7% | 0.50% | -19.6% |
| Q3 2022 | $2,388,000 | -4.6% | 53,743 | -0.1% | 0.62% | +7.6% |
| Q2 2022 | $2,504,000 | -10.2% | 53,822 | -3.9% | 0.58% | +8.1% |
| Q1 2022 | $2,788,000 | -17.4% | 56,010 | -12.1% | 0.53% | -10.7% |
| Q4 2021 | $3,377,000 | -11.9% | 63,695 | -11.7% | 0.60% | -19.0% |
| Q3 2021 | $3,832,000 | -5.1% | 72,124 | -4.7% | 0.74% | -8.6% |
| Q2 2021 | $4,037,000 | -9.3% | 75,691 | -10.9% | 0.81% | -26.4% |
| Q1 2021 | $4,450,000 | -7.0% | 84,917 | -3.7% | 1.10% | -12.2% |
| Q4 2020 | $4,784,000 | -5.2% | 88,179 | -4.6% | 1.25% | -14.7% |
| Q3 2020 | $5,049,000 | +0.5% | 92,393 | -0.9% | 1.46% | -9.3% |
| Q2 2020 | $5,025,000 | +5.4% | 93,190 | +1.2% | 1.62% | -13.0% |
| Q1 2020 | $4,767,000 | +2.2% | 92,116 | +2.1% | 1.86% | +29.8% |
| Q4 2019 | $4,666,000 | +0.7% | 90,190 | +0.6% | 1.43% | -7.0% |
| Q3 2019 | $4,634,000 | – | 89,636 | – | 1.54% | – |
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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% |