FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 212 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,114,728 | -5.7% | 186,289 | -1.6% | 2.43% | -5.8% |
| Q2 2023 | $8,600,796 | -12.0% | 189,361 | -10.9% | 2.58% | -16.6% |
| Q1 2023 | $9,777,615 | +0.3% | 212,557 | -1.9% | 3.10% | -5.3% |
| Q4 2022 | $9,752,785 | -0.9% | 216,632 | -2.2% | 3.27% | -10.9% |
| Q3 2022 | $9,844,000 | +24.2% | 221,573 | +30.1% | 3.67% | +30.8% |
| Q2 2022 | $7,923,000 | -41.1% | 170,267 | -37.0% | 2.81% | -33.0% |
| Q1 2022 | $13,455,000 | – | 270,335 | – | 4.19% | – |
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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% |