FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,464,649 | -11.1% | 332,051 | -7.3% | 4.59% | +16.2% |
| Q2 2023 | $16,276,211 | -3.3% | 358,340 | -2.1% | 3.95% | -9.1% |
| Q1 2023 | $16,831,782 | +130.6% | 365,908 | +133.3% | 4.35% | +106.2% |
| Q4 2022 | $7,297,839 | -17.1% | 156,837 | -20.7% | 2.11% | -18.7% |
| Q3 2022 | $8,798,000 | +20.5% | 197,749 | +26.1% | 2.60% | +22.9% |
| Q2 2022 | $7,300,000 | -7.0% | 156,841 | -0.5% | 2.11% | +9.7% |
| Q1 2022 | $7,848,000 | +4.4% | 157,635 | +11.1% | 1.93% | +10.1% |
| Q4 2021 | $7,516,000 | +6.8% | 141,848 | +7.0% | 1.75% | -1.1% |
| Q3 2021 | $7,037,000 | +18.3% | 132,523 | +18.7% | 1.77% | +17.8% |
| Q2 2021 | $5,946,000 | +16.1% | 111,673 | +14.5% | 1.50% | +6.8% |
| Q1 2021 | $5,121,000 | +72.0% | 97,560 | +78.1% | 1.41% | +60.3% |
| Q4 2020 | $2,977,000 | +807.6% | 54,775 | +10746.5% | 0.88% | +17440.0% |
| Q3 2020 | $328,000 | -80.8% | 505 | -98.6% | 0.01% | -99.4% |
| Q3 2018 | $1,707,000 | -51.5% | 35,101 | -51.1% | 0.84% | -57.3% |
| Q2 2018 | $3,522,000 | +18.1% | 71,721 | +18.2% | 1.96% | +9.7% |
| Q1 2018 | $2,982,000 | -6.9% | 60,660 | -4.8% | 1.79% | -11.9% |
| Q4 2017 | $3,204,000 | +23.7% | 63,689 | +23.6% | 2.03% | +18.3% |
| Q3 2017 | $2,590,000 | +26.8% | 51,547 | +26.2% | 1.72% | +17.8% |
| Q2 2017 | $2,043,000 | – | 40,852 | – | 1.46% | – |
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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% |