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 2023 | $1,857,720 | -9.7% | 42,502 | -5.8% | 0.73% | -8.7% |
| Q2 2023 | $2,057,334 | +0.6% | 45,114 | +1.9% | 0.80% | -5.1% |
| Q1 2023 | $2,044,107 | +0.1% | 44,285 | -2.0% | 0.84% | -6.8% |
| Q4 2022 | $2,041,130 | -22.6% | 45,187 | -23.6% | 0.91% | -39.2% |
| Q3 2022 | $2,636,000 | +94.4% | 59,157 | +103.5% | 1.49% | +104.0% |
| Q2 2022 | $1,356,000 | -33.2% | 29,072 | -28.6% | 0.73% | -7.5% |
| Q1 2022 | $2,030,000 | +0.0% | 40,718 | +6.6% | 0.79% | +5.3% |
| Q4 2021 | $2,029,000 | -6.5% | 38,207 | -6.3% | 0.75% | -15.2% |
| Q3 2021 | $2,170,000 | +0.8% | 40,778 | +1.2% | 0.89% | -3.2% |
| Q2 2021 | $2,153,000 | -55.8% | 40,306 | -56.6% | 0.92% | -57.4% |
| Q1 2021 | $4,873,000 | -2.2% | 92,824 | +1.2% | 2.15% | -7.9% |
| Q4 2020 | $4,984,000 | – | 91,734 | – | 2.33% | – |
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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% |