FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538,246 | -14.4% | 12,356 | -10.8% | 0.13% | -15.1% |
| Q2 2023 | $628,849 | +56.4% | 13,845 | +57.6% | 0.15% | +43.4% |
| Q1 2023 | $402,011 | -49.2% | 8,785 | -50.1% | 0.11% | -49.3% |
| Q4 2022 | $792,013 | +7.8% | 17,592 | +6.3% | 0.21% | -4.1% |
| Q3 2022 | $735,000 | +11.5% | 16,549 | +20.1% | 0.22% | +29.8% |
| Q2 2022 | $659,000 | +153.5% | 13,774 | +189.4% | 0.17% | +4.3% |
| Q3 2020 | $260,000 | +5100.0% | 4,760 | +4348.6% | 0.16% | +3925.0% |
| Q2 2018 | $5,000 | – | 107 | – | 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% |