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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $396,000 | +0.8% | 7,435 | -1.4% | 0.10% | -8.8% |
| Q1 2021 | $393,000 | -13.6% | 7,541 | -10.2% | 0.11% | -18.6% |
| Q4 2020 | $455,000 | +0.4% | 8,394 | +1.5% | 0.14% | -13.6% |
| Q3 2020 | $453,000 | -14.0% | 8,272 | -15.4% | 0.16% | -19.0% |
| Q2 2020 | $527,000 | -38.7% | 9,773 | -41.3% | 0.20% | -44.4% |
| Q1 2020 | $860,000 | -56.1% | 16,657 | -56.1% | 0.36% | -58.0% |
| Q4 2019 | $1,961,000 | -93.5% | 37,926 | -93.6% | 0.86% | -94.2% |
| Q3 2019 | $30,389,000 | +15.2% | 588,096 | +13.0% | 14.80% | +5.5% |
| Q2 2019 | $26,372,000 | +13.6% | 520,573 | +12.0% | 14.03% | +5.3% |
| Q1 2019 | $23,217,000 | +11.2% | 464,925 | +8.1% | 13.33% | +2.2% |
| Q4 2018 | $20,878,000 | +38.1% | 429,981 | +38.3% | 13.03% | +31.3% |
| Q3 2018 | $15,116,000 | +16.6% | 310,896 | +17.0% | 9.93% | +3.1% |
| Q2 2018 | $12,966,000 | +67.8% | 265,650 | +68.6% | 9.63% | +94.2% |
| Q1 2018 | $7,727,000 | +209.7% | 157,560 | +216.2% | 4.96% | +243.2% |
| Q4 2017 | $2,495,000 | – | 49,823 | – | 1.44% | – |
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% |