FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366,303 | -26.1% | 8,409 | -22.9% | 0.02% | -31.4% |
| Q2 2023 | $495,448 | -31.2% | 10,908 | -30.3% | 0.04% | -36.4% |
| Q1 2023 | $719,758 | -25.3% | 15,646 | -26.9% | 0.06% | -31.2% |
| Q4 2022 | $963,311 | -1.0% | 21,397 | -2.3% | 0.08% | -21.6% |
| Q3 2022 | $973,000 | +43.5% | 21,907 | +50.2% | 0.10% | +67.2% |
| Q2 2022 | $678,000 | -36.3% | 14,581 | -31.8% | 0.06% | -29.1% |
| Q1 2022 | $1,064,000 | -16.3% | 21,374 | -10.9% | 0.09% | -6.5% |
| Q4 2021 | $1,271,000 | +0.1% | 23,980 | +0.3% | 0.09% | -15.6% |
| Q3 2021 | $1,270,000 | -0.5% | 23,908 | -0.1% | 0.11% | -3.5% |
| Q2 2021 | $1,276,000 | +0.8% | 23,929 | -0.9% | 0.11% | -15.7% |
| Q1 2021 | $1,266,000 | -3.4% | 24,149 | -0.1% | 0.13% | -26.0% |
| Q4 2020 | $1,311,000 | -2.0% | 24,172 | -1.2% | 0.18% | -44.5% |
| Q3 2020 | $1,338,000 | +6.5% | 24,476 | +5.1% | 0.33% | -15.3% |
| Q2 2020 | $1,256,000 | +14.1% | 23,281 | +9.5% | 0.38% | -50.6% |
| Q1 2020 | $1,101,000 | +33.0% | 21,266 | +32.9% | 0.78% | +66.0% |
| Q4 2019 | $828,000 | +20.0% | 16,000 | +19.8% | 0.47% | +78.0% |
| Q3 2019 | $690,000 | +1.8% | 13,355 | +0.5% | 0.26% | -2.2% |
| Q2 2019 | $678,000 | – | 13,290 | – | 0.27% | – |
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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% |