FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 5 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 | 1,997,662 | $90,733,828 | 24.27% |
| Presidio Capital Management, LLC | 660,216 | $29,987,008 | 24.02% |
| CPA Asset Management LLC | 474,569 | $21,554,924 | 15.49% |
| Goodwin Investment Advisory | 513,231 | $23,310,967 | 13.61% |
| Drake & Associates, LLC | 453,050 | $20,577,545 | 9.20% |
| REGIMEN WEALTH, LLC | 445,862 | $20,251,052 | 8.40% |
| Navalign, LLC | 437,137 | $19,854,763 | 7.92% |
| Sunburst Financial Group, LLC | 485,060 | $22,031,425 | 7.69% |
| WEALTH MANAGEMENT RESOURCES, INC. | 288,649 | $13,110,474 | 7.62% |
| Shakespeare Wealth Management, LLC | 475,149 | $21,581,273 | 7.38% |