FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 272 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,581,893 | +8.3% | 219,970 | +12.9% | 5.25% | +9.1% |
| Q2 2023 | $8,846,999 | +1.7% | 194,782 | +3.0% | 4.82% | -3.6% |
| Q1 2023 | $8,695,978 | +51.3% | 189,043 | +48.1% | 4.99% | +28.5% |
| Q4 2022 | $5,746,398 | +31.7% | 127,641 | +30.0% | 3.89% | +14.9% |
| Q3 2022 | $4,364,000 | +105.1% | 98,211 | +114.8% | 3.38% | +114.4% |
| Q2 2022 | $2,128,000 | +172.5% | 45,724 | +191.2% | 1.58% | +199.4% |
| Q1 2022 | $781,000 | – | 15,702 | – | 0.53% | – |
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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% |