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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $102,000 | +10100.0% | 2,184 | +8636.0% | 0.02% | – |
| Q1 2022 | $1,000 | -94.4% | 25 | -92.5% | 0.00% | -100.0% |
| Q4 2021 | $18,000 | -83.3% | 335 | -83.5% | 0.00% | -84.2% |
| Q3 2021 | $108,000 | -0.9% | 2,035 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $109,000 | +230.3% | 2,035 | +218.5% | 0.02% | +150.0% |
| Q1 2021 | $33,000 | -2.9% | 639 | +2.7% | 0.01% | -11.1% |
| Q4 2020 | $34,000 | – | 622 | – | 0.01% | – |
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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% |