FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 74 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,139,962 | +14.4% | 47,629 | +15.3% | 1.18% | +8.4% |
| Q1 2024 | $1,871,063 | +18.7% | 41,295 | +19.6% | 1.09% | +12.1% |
| Q4 2023 | $1,576,059 | +41.8% | 34,532 | +35.3% | 0.97% | +30.6% |
| Q3 2023 | $1,111,439 | +207.3% | 25,515 | +220.4% | 0.75% | +216.1% |
| Q2 2023 | $361,736 | +2.1% | 7,964 | +3.4% | 0.24% | -3.7% |
| Q1 2023 | $354,304 | +33.5% | 7,702 | +30.6% | 0.24% | +25.6% |
| Q4 2022 | $265,471 | +1461.6% | 5,897 | +1660.3% | 0.20% | +1292.9% |
| Q3 2019 | $17,000 | 0.0% | 335 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $17,000 | +142.9% | 335 | +148.1% | 0.02% | +150.0% |
| Q1 2019 | $7,000 | 0.0% | 135 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $7,000 | 0.0% | 135 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $7,000 | 0.0% | 135 | 0.0% | 0.01% | -14.3% |
| Q2 2018 | $7,000 | – | 135 | – | 0.01% | – |
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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% |