FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 127 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $27,272 | -61.0% | 592 | -63.1% | 0.01% | -62.5% |
| Q3 2023 | $69,909 | -76.8% | 1,605 | -75.8% | 0.02% | -78.0% |
| Q2 2023 | $301,140 | +3.8% | 6,630 | +5.1% | 0.11% | +11.2% |
| Q1 2023 | $290,214 | +33.7% | 6,309 | +30.9% | 0.10% | +27.3% |
| Q4 2022 | $217,040 | +1.4% | 4,821 | +0.1% | 0.08% | -22.2% |
| Q3 2022 | $214,000 | -54.6% | 4,816 | -52.4% | 0.10% | -53.5% |
| Q2 2022 | $471,000 | -6.2% | 10,124 | +0.4% | 0.21% | +24.6% |
| Q1 2022 | $502,000 | +21.3% | 10,086 | +29.1% | 0.17% | +20.4% |
| Q4 2021 | $414,000 | +45.3% | 7,815 | +46.5% | 0.14% | +27.9% |
| Q3 2021 | $285,000 | 0.0% | 5,336 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $285,000 | -47.4% | 5,336 | -46.6% | 0.11% | -59.3% |
| Q1 2021 | $542,000 | 0.0% | 9,991 | 0.0% | 0.27% | 0.0% |
| Q4 2020 | $542,000 | -0.7% | 9,991 | +0.0% | 0.27% | +23.5% |
| Q3 2020 | $546,000 | -22.9% | 9,989 | -24.0% | 0.22% | -37.7% |
| Q2 2020 | $708,000 | +8.4% | 13,136 | +4.1% | 0.36% | -6.8% |
| Q1 2020 | $653,000 | +217.0% | 12,613 | +217.0% | 0.38% | +154.0% |
| Q4 2019 | $206,000 | – | 3,979 | – | 0.15% | – |
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% |