FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 260 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,743,920 | +66.9% | 38,811 | +68.3% | 0.01% | +66.7% |
| Q1 2024 | $1,044,717 | -59.1% | 23,057 | -58.4% | 0.00% | -66.7% |
| Q4 2023 | $2,552,442 | -3.0% | 55,439 | -8.2% | 0.01% | -10.0% |
| 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 | 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% |