FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 172 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $25,003,133 | +1.2% | 573,993 | +5.5% | 7.30% | +4.4% |
Q2 2023 | $24,701,304 | +0.5% | 543,842 | +1.8% | 6.99% | -4.9% |
Q1 2023 | $24,575,546 | +8.7% | 534,251 | +6.4% | 7.35% | +1.8% |
Q4 2022 | $22,604,722 | +0.9% | 502,104 | -0.4% | 7.22% | -5.5% |
Q3 2022 | $22,406,000 | -2.5% | 504,299 | +2.2% | 7.64% | +0.8% |
Q2 2022 | $22,971,000 | -7.8% | 493,680 | -1.4% | 7.58% | +5.5% |
Q1 2022 | $24,912,000 | +97.7% | 500,533 | +110.6% | 7.19% | +101.8% |
Q4 2021 | $12,601,000 | +0.9% | 237,657 | +1.1% | 3.56% | -7.7% |
Q3 2021 | $12,487,000 | +14.5% | 235,021 | +13.0% | 3.86% | -0.4% |
Q1 2021 | $10,902,000 | – | 208,014 | – | 3.87% | – |
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% |