FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $21,000 | 0.0% | 396 | +0.3% | 0.01% | -12.5% |
| Q2 2021 | $21,000 | +16.7% | 395 | +16.2% | 0.01% | -11.1% |
| Q1 2021 | $18,000 | 0.0% | 340 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $18,000 | 0.0% | 340 | +1.8% | 0.01% | -18.2% |
| Q3 2020 | $18,000 | -35.7% | 334 | -35.1% | 0.01% | -45.0% |
| Q2 2020 | $28,000 | +3.7% | 515 | +0.4% | 0.02% | -16.7% |
| Q1 2020 | $27,000 | +3.8% | 513 | +0.2% | 0.02% | +20.0% |
| Q4 2019 | $26,000 | 0.0% | 512 | +0.4% | 0.02% | -20.0% |
| Q3 2019 | $26,000 | 0.0% | 510 | +0.4% | 0.02% | +8.7% |
| Q2 2019 | $26,000 | +160.0% | 508 | +141.9% | 0.02% | +187.5% |
| Q1 2019 | $10,000 | 0.0% | 210 | +1.0% | 0.01% | +14.3% |
| Q4 2018 | $10,000 | – | 208 | – | 0.01% | – |
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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% |