FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 172 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,631,344 | +91.4% | 60,407 | +99.6% | 0.01% | +100.0% |
| Q2 2023 | $1,374,585 | +140738.6% | 30,263 | +42.5% | 0.01% | +25.0% |
| Q1 2023 | $976 | +11.8% | 21,239 | +9.4% | 0.00% | 0.0% |
| Q4 2022 | $873 | -99.9% | 19,409 | +3.4% | 0.00% | 0.0% |
| Q3 2022 | $833,000 | +231.9% | 18,771 | +245.1% | 0.00% | +300.0% |
| Q2 2022 | $251,000 | +483.7% | 5,440 | +518.9% | 0.00% | – |
| Q1 2022 | $43,000 | -64.5% | 879 | -61.8% | 0.00% | -100.0% |
| Q4 2021 | $121,000 | +1412.5% | 2,299 | +1345.9% | 0.00% | – |
| Q3 2021 | $8,000 | – | 159 | – | 0.00% | – |
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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% |