FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,311,491 | -5.3% | 98,978 | -1.3% | 2.90% | -4.9% |
| Q2 2023 | $4,552,855 | +6.1% | 100,239 | +7.4% | 3.05% | -5.1% |
| Q1 2023 | $4,292,076 | +1525.8% | 93,306 | +1744.4% | 3.21% | +1665.4% |
| Q4 2021 | $264,000 | -68.1% | 5,059 | -67.6% | 0.18% | -68.8% |
| Q3 2021 | $827,000 | +0.9% | 15,600 | +1.4% | 0.58% | +0.3% |
| Q2 2021 | $820,000 | -79.8% | 15,380 | -80.2% | 0.58% | -80.3% |
| Q1 2021 | $4,065,000 | -2.8% | 77,562 | +0.7% | 2.95% | -28.0% |
| Q4 2020 | $4,180,000 | – | 77,050 | – | 4.10% | – |
Download | ||||||
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% |