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 | $1,123,937 | +0.4% | 25,802 | +4.7% | 0.20% | -2.0% |
| Q2 2023 | $1,119,800 | -9.1% | 24,654 | -8.0% | 0.20% | -7.3% |
| Q1 2023 | $1,232,067 | +513.0% | 26,784 | +627.6% | 0.22% | +298.2% |
| Q3 2020 | $201,000 | -99.3% | 3,681 | -99.3% | 0.06% | -99.2% |
| Q2 2020 | $27,021,000 | -23.8% | 501,030 | -26.9% | 6.78% | -45.8% |
| Q1 2020 | $35,481,000 | -6.4% | 685,633 | -6.4% | 12.51% | +22.1% |
| Q4 2019 | $37,888,000 | +51.5% | 732,286 | +51.4% | 10.24% | +63.2% |
| Q3 2019 | $25,012,000 | -0.9% | 483,789 | -2.2% | 6.28% | -7.8% |
| Q2 2019 | $25,242,000 | +1.1% | 494,459 | -1.1% | 6.80% | +8.5% |
| Q1 2019 | $24,977,000 | – | 499,942 | – | 6.27% | – |
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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% |