FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 324 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,517 | -99.4% | 33,402 | +633.3% | 0.33% | +487.5% |
| Q4 2021 | $242,000 | -96.4% | 4,555 | -96.5% | 0.06% | -96.9% |
| Q1 2021 | $6,774,000 | +13.4% | 129,246 | +17.4% | 1.80% | -0.7% |
| Q4 2020 | $5,971,000 | +410.3% | 110,064 | +414.2% | 1.82% | +278.1% |
| Q3 2020 | $1,170,000 | +27.7% | 21,404 | +26.0% | 0.48% | +12.9% |
| Q2 2020 | $916,000 | – | 16,988 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kowal Investment Group, LLC | 1,997,662 | $90,733,828 | 24.27% |
| Presidio Capital Management, LLC | 660,216 | $29,987,008 | 24.02% |
| CPA Asset Management LLC | 474,569 | $21,554,924 | 15.49% |
| Goodwin Investment Advisory | 513,231 | $23,310,967 | 13.61% |
| Drake & Associates, LLC | 453,050 | $20,577,545 | 9.20% |
| REGIMEN WEALTH, LLC | 445,862 | $20,251,052 | 8.40% |
| Navalign, LLC | 437,137 | $19,854,763 | 7.92% |
| Sunburst Financial Group, LLC | 485,060 | $22,031,425 | 7.69% |
| WEALTH MANAGEMENT RESOURCES, INC. | 288,649 | $13,110,474 | 7.62% |
| Shakespeare Wealth Management, LLC | 475,149 | $21,581,273 | 7.38% |