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 | $623,439 | -3.8% | 14,312 | +0.3% | 0.33% | -4.4% |
| Q2 2023 | $648,353 | -1.0% | 14,275 | +0.2% | 0.34% | -10.7% |
| Q1 2023 | $655,135 | -2.7% | 14,242 | -2.0% | 0.38% | -0.8% |
| Q4 2022 | $673,267 | -7.0% | 14,538 | -10.8% | 0.39% | -4.9% |
| Q3 2022 | $724,000 | -11.1% | 16,300 | -6.8% | 0.41% | -8.1% |
| Q2 2022 | $814,000 | -19.0% | 17,497 | -13.4% | 0.44% | -15.3% |
| Q1 2022 | $1,005,000 | -15.0% | 20,201 | -9.4% | 0.52% | -18.3% |
| Q4 2021 | $1,182,000 | -3.0% | 22,295 | -2.8% | 0.64% | -10.9% |
| Q3 2021 | $1,219,000 | -0.2% | 22,944 | +0.1% | 0.72% | -5.5% |
| Q2 2021 | $1,222,000 | -5.1% | 22,915 | -6.8% | 0.76% | -11.7% |
| Q1 2021 | $1,288,000 | -84.0% | 24,581 | -83.4% | 0.86% | -86.0% |
| Q4 2020 | $8,038,000 | – | 148,172 | – | 6.15% | – |
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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% |