FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 147 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $917,059 | -29.8% | 20,981 | -26.7% | 0.09% | -20.7% |
| Q2 2023 | $1,305,553 | -1.9% | 28,635 | -0.8% | 0.12% | -11.5% |
| Q1 2023 | $1,330,289 | -26.7% | 28,855 | -28.2% | 0.13% | -30.3% |
| Q4 2022 | $1,813,838 | +0.4% | 40,195 | -0.9% | 0.19% | -16.1% |
| Q3 2022 | $1,806,000 | +37.2% | 40,567 | +43.8% | 0.22% | -70.4% |
| Q2 2022 | $1,316,000 | -9.3% | 28,205 | -3.1% | 0.76% | -0.5% |
| Q1 2022 | $1,451,000 | -26.4% | 29,101 | -21.6% | 0.76% | -25.2% |
| Q4 2021 | $1,971,000 | -3.5% | 37,129 | -3.2% | 1.02% | -13.8% |
| Q3 2021 | $2,042,000 | -3.8% | 38,375 | -3.4% | 1.18% | -10.5% |
| Q2 2021 | $2,122,000 | +0.2% | 39,717 | -1.6% | 1.32% | -15.2% |
| Q1 2021 | $2,118,000 | +1.5% | 40,345 | +5.0% | 1.55% | -5.9% |
| Q4 2020 | $2,087,000 | -0.9% | 38,418 | -0.2% | 1.65% | -3.3% |
| Q3 2020 | $2,105,000 | +6.4% | 38,511 | +5.0% | 1.71% | -4.6% |
| Q2 2020 | $1,978,000 | -0.3% | 36,678 | -4.3% | 1.79% | -31.8% |
| Q1 2020 | $1,983,000 | – | 38,316 | – | 2.63% | – |
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% |