FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 201 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,462,307 | +21.5% | 286,095 | +26.7% | 0.07% | +19.4% |
| Q2 2023 | $10,258,010 | +1073.0% | 225,848 | +1087.9% | 0.06% | +933.3% |
| Q1 2023 | $874,542 | +7.6% | 19,012 | +5.3% | 0.01% | 0.0% |
| Q4 2022 | $812,635 | -51.0% | 18,051 | -51.6% | 0.01% | -53.8% |
| Q3 2022 | $1,658,000 | +9.5% | 37,326 | +14.7% | 0.01% | +8.3% |
| Q2 2022 | $1,514,000 | -9.3% | 32,544 | -3.0% | 0.01% | +9.1% |
| Q1 2022 | $1,670,000 | -60.3% | 33,552 | -57.7% | 0.01% | -62.1% |
| Q4 2021 | $4,210,000 | +299.4% | 79,404 | +300.1% | 0.03% | +222.2% |
| Q3 2021 | $1,054,000 | +268.5% | 19,847 | +269.7% | 0.01% | +350.0% |
| Q2 2021 | $286,000 | +27.7% | 5,368 | +25.7% | 0.00% | 0.0% |
| Q1 2021 | $224,000 | -63.3% | 4,271 | -62.1% | 0.00% | -71.4% |
| Q4 2020 | $611,000 | +31.7% | 11,260 | +32.5% | 0.01% | 0.0% |
| Q3 2020 | $464,000 | +18.1% | 8,499 | +11.9% | 0.01% | -22.2% |
| Q4 2019 | $393,000 | +18.7% | 7,593 | +18.4% | 0.01% | -10.0% |
| Q3 2019 | $331,000 | -98.7% | 6,412 | -98.7% | 0.01% | -98.7% |
| Q2 2019 | $26,159,000 | +151.8% | 512,419 | +146.4% | 0.79% | +8.9% |
| Q1 2019 | $10,389,000 | +649.0% | 207,939 | +627.7% | 0.72% | +204.6% |
| Q4 2018 | $1,387,000 | +7.9% | 28,575 | +8.0% | 0.24% | +233.8% |
| Q3 2018 | $1,286,000 | – | 26,464 | – | 0.07% | – |
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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% |