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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,289,000 | +18975.0% | 49,199 | +21766.2% | 1.41% | +12700.0% |
| Q1 2021 | $12,000 | -99.6% | 225 | -99.6% | 0.01% | -99.6% |
| Q4 2020 | $3,378,000 | -10.2% | 62,268 | -9.5% | 3.02% | -14.2% |
| Q3 2020 | $3,760,000 | +62.1% | 68,809 | +60.0% | 3.52% | +72.2% |
| Q2 2020 | $2,319,000 | +1755.2% | 42,999 | +1679.0% | 2.04% | +2050.5% |
| Q1 2020 | $125,000 | -0.8% | 2,417 | -1.0% | 0.10% | +31.9% |
| Q4 2019 | $126,000 | – | 2,442 | – | 0.07% | – |
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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% |