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 | $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% | – |
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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% |