FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 272 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418 | -7.5% | 9,590 | -3.6% | 0.06% | -28.2% |
| Q2 2023 | $452 | -62.7% | 9,947 | -62.3% | 0.08% | -66.1% |
| Q1 2023 | $1,213 | -99.9% | 26,365 | -20.3% | 0.25% | -30.1% |
| Q4 2022 | $1,488,451 | -11.2% | 33,062 | -12.4% | 0.36% | -19.5% |
| Q3 2022 | $1,677,000 | -20.5% | 37,736 | -16.8% | 0.45% | -17.3% |
| Q2 2022 | $2,110,000 | -19.2% | 45,355 | -13.6% | 0.54% | -7.4% |
| Q1 2022 | $2,611,000 | -10.4% | 52,468 | -4.5% | 0.58% | -6.6% |
| Q4 2021 | $2,914,000 | +3.1% | 54,964 | +3.3% | 0.62% | -3.7% |
| Q3 2021 | $2,827,000 | +8.6% | 53,216 | +9.0% | 0.65% | +8.7% |
| Q2 2021 | $2,604,000 | -0.3% | 48,823 | -2.0% | 0.60% | -7.8% |
| Q1 2021 | $2,611,000 | +45.3% | 49,810 | +50.4% | 0.64% | +44.0% |
| Q4 2020 | $1,797,000 | -4.0% | 33,121 | -3.3% | 0.45% | +10.9% |
| Q3 2020 | $1,872,000 | +158.2% | 34,252 | +154.9% | 0.40% | +149.4% |
| Q2 2020 | $725,000 | – | 13,436 | – | 0.16% | – |
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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% |