FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 201 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,517 | +10.4% | 5,691 | +16.3% | 0.01% | +9.1% |
| Q2 2023 | $222,312 | -5.0% | 4,895 | -3.3% | 0.01% | -8.3% |
| Q1 2023 | $234,005 | +37.3% | 5,062 | +33.7% | 0.01% | 0.0% |
| Q4 2022 | $170,438 | -25.2% | 3,786 | -27.2% | 0.01% | -29.4% |
| Q3 2022 | $228,000 | +28.1% | 5,204 | +36.0% | 0.02% | +21.4% |
| Q2 2022 | $178,000 | -2.7% | 3,827 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $183,000 | +6.4% | 3,822 | +17.8% | 0.01% | -17.6% |
| Q3 2021 | $172,000 | +164.6% | 3,245 | +166.6% | 0.02% | +142.9% |
| Q2 2021 | $65,000 | +1.6% | 1,217 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $64,000 | +10.3% | 1,217 | +13.2% | 0.01% | 0.0% |
| Q4 2020 | $58,000 | +114.8% | 1,075 | +115.0% | 0.01% | +75.0% |
| Q3 2020 | $27,000 | -94.7% | 500 | -94.7% | 0.00% | -95.1% |
| Q2 2020 | $510,000 | – | 9,454 | – | 0.08% | – |
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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% |