FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 172 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,128 | +3.5% | 1,564 | +7.9% | 0.02% | +4.3% |
| Q2 2023 | $65,814 | -1.3% | 1,449 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $66,654 | +102444.6% | 1,449 | 0.0% | 0.02% | -4.0% |
| Q4 2022 | $65 | -99.9% | 1,449 | -4.0% | 0.02% | -13.8% |
| Q3 2022 | $67,000 | -4.3% | 1,509 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $70,000 | -6.7% | 1,509 | 0.0% | 0.03% | +11.5% |
| Q1 2022 | $75,000 | -6.2% | 1,509 | 0.0% | 0.03% | -7.1% |
| Q4 2021 | $80,000 | -7.0% | 1,509 | -7.0% | 0.03% | -17.6% |
| Q3 2021 | $86,000 | +11.7% | 1,622 | +11.7% | 0.03% | -2.9% |
| Q2 2021 | $77,000 | +1.3% | 1,452 | 0.0% | 0.04% | -5.4% |
| Q1 2021 | $76,000 | -3.8% | 1,452 | 0.0% | 0.04% | -24.5% |
| Q4 2020 | $79,000 | -6.0% | 1,452 | -5.5% | 0.05% | -16.9% |
| Q3 2020 | $84,000 | -5.6% | 1,537 | -7.3% | 0.06% | -10.6% |
| Q2 2020 | $89,000 | +3.5% | 1,658 | 0.0% | 0.07% | -9.6% |
| Q1 2020 | $86,000 | 0.0% | 1,658 | 0.0% | 0.07% | +21.7% |
| Q4 2019 | $86,000 | -4.4% | 1,658 | -4.4% | 0.06% | +17.6% |
| Q3 2019 | $90,000 | +1.1% | 1,735 | 0.0% | 0.05% | +2.0% |
| Q2 2019 | $89,000 | +2.3% | 1,735 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $87,000 | -13.0% | 1,735 | -15.4% | 0.05% | -19.4% |
| Q4 2018 | $100,000 | +112.8% | 2,051 | +117.0% | 0.06% | +87.9% |
| Q1 2017 | $47,000 | – | 945 | – | 0.03% | – |
Download | ||||||
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% |