FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 221 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,482,688 | +9.1% | 32,465 | +8.3% | 0.04% | +2.3% |
| Q1 2024 | $1,358,506 | +6.9% | 29,982 | +8.7% | 0.04% | 0.0% |
| Q4 2023 | $1,270,480 | -88.4% | 27,595 | -89.0% | 0.04% | -89.7% |
| Q3 2023 | $10,936,913 | +29.0% | 251,077 | +34.5% | 0.43% | +32.6% |
| Q2 2023 | $8,480,659 | +3.7% | 186,716 | +5.0% | 0.32% | -4.2% |
| Q1 2023 | $8,179,365 | +28.1% | 177,812 | +25.4% | 0.34% | +17.5% |
| Q4 2022 | $6,383,147 | +1060.6% | 141,785 | +1046.0% | 0.29% | +921.4% |
| Q3 2022 | $550,000 | +1.3% | 12,372 | +6.0% | 0.03% | -22.2% |
| Q2 2022 | $543,000 | +1.9% | 11,668 | +8.9% | 0.04% | +20.0% |
| Q1 2022 | $533,000 | -11.9% | 10,716 | -6.1% | 0.03% | -6.2% |
| Q4 2021 | $605,000 | -8.3% | 11,417 | -8.1% | 0.03% | -17.9% |
| Q3 2021 | $660,000 | -76.9% | 12,427 | -76.8% | 0.04% | -76.9% |
| Q2 2021 | $2,858,000 | -39.7% | 53,590 | -40.7% | 0.17% | -47.8% |
| Q1 2021 | $4,738,000 | +437.2% | 90,406 | +455.8% | 0.32% | +390.9% |
| Q4 2020 | $882,000 | +17.0% | 16,265 | +17.9% | 0.07% | +1.5% |
| Q3 2020 | $754,000 | +38.6% | 13,791 | +36.6% | 0.06% | +22.6% |
| Q2 2020 | $544,000 | – | 10,094 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kowal Investment Group, LLC | 1,997,662 | $90,733,828 | 24.27% |
| Presidio Capital Management, LLC | 660,216 | $29,987,008 | 24.02% |
| CPA Asset Management LLC | 474,569 | $21,554,924 | 15.49% |
| Goodwin Investment Advisory | 513,231 | $23,310,967 | 13.61% |
| Drake & Associates, LLC | 453,050 | $20,577,545 | 9.20% |
| REGIMEN WEALTH, LLC | 445,862 | $20,251,052 | 8.40% |
| Navalign, LLC | 437,137 | $19,854,763 | 7.92% |
| Sunburst Financial Group, LLC | 485,060 | $22,031,425 | 7.69% |
| WEALTH MANAGEMENT RESOURCES, INC. | 288,649 | $13,110,474 | 7.62% |
| Shakespeare Wealth Management, LLC | 475,149 | $21,581,273 | 7.38% |