FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 147 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,709 | +179.2% | 37,638 | +183.0% | 0.04% | +43.3% |
| Q1 2023 | $612 | +6.6% | 13,299 | +4.3% | 0.03% | -6.2% |
| Q4 2022 | $574 | -99.9% | 12,745 | -4.5% | 0.03% | -11.1% |
| Q3 2022 | $593,000 | -34.0% | 13,341 | -30.9% | 0.04% | -26.5% |
| Q2 2022 | $898,000 | -18.0% | 19,309 | -12.2% | 0.05% | -14.0% |
| Q1 2022 | $1,095,000 | -13.4% | 21,992 | -7.8% | 0.06% | -8.1% |
| Q4 2021 | $1,264,000 | -7.5% | 23,847 | -7.3% | 0.06% | -22.5% |
| Q3 2021 | $1,367,000 | +21.0% | 25,725 | +21.4% | 0.08% | +14.3% |
| Q2 2021 | $1,130,000 | +10.8% | 21,188 | +8.9% | 0.07% | -9.1% |
| Q1 2021 | $1,020,000 | +16.6% | 19,464 | +20.6% | 0.08% | +6.9% |
| Q4 2020 | $875,000 | – | 16,137 | – | 0.07% | – |
Download | ||||||
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% |