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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,142,000 | -27.2% | 24,537 | -22.1% | 1.96% | -3.1% |
| Q1 2022 | $1,568,000 | +1.6% | 31,511 | +8.2% | 2.02% | -23.8% |
| Q4 2021 | $1,544,000 | -12.1% | 29,130 | -11.9% | 2.65% | -12.9% |
| Q3 2021 | $1,756,000 | +0.2% | 33,053 | +0.6% | 3.04% | -1.6% |
| Q2 2021 | $1,752,000 | -14.6% | 32,849 | -16.1% | 3.09% | +1.4% |
| Q1 2021 | $2,052,000 | -53.2% | 39,145 | -51.5% | 3.05% | -23.5% |
| Q4 2020 | $4,382,000 | – | 80,775 | – | 3.99% | – |
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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% |