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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,618,156 | -0.9% | 220,802 | +3.4% | 0.62% | +6.3% |
| Q2 2023 | $9,703,393 | +264.1% | 213,637 | +273.0% | 0.58% | +132.3% |
| Q2 2022 | $2,665,000 | +120.8% | 57,280 | +153.0% | 0.25% | +202.4% |
| Q2 2021 | $1,207,000 | +2.8% | 22,640 | +1.0% | 0.08% | -8.8% |
| Q1 2021 | $1,174,000 | +4.3% | 22,405 | +8.0% | 0.09% | +1.1% |
| Q4 2020 | $1,126,000 | +323.3% | 20,749 | +326.8% | 0.09% | +350.0% |
| Q3 2020 | $266,000 | – | 4,862 | – | 0.02% | – |
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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% |