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 | $268,475 | -11.1% | 6,163 | -7.3% | 0.02% | -28.6% |
| Q2 2023 | $301,962 | -94.3% | 6,648 | -94.2% | 0.04% | -94.5% |
| Q1 2023 | $5,299,859 | +23.2% | 115,214 | +20.6% | 0.63% | +10.7% |
| Q4 2022 | $4,302,711 | +1.3% | 95,573 | -0.0% | 0.57% | -11.5% |
| Q3 2022 | $4,247,000 | +52.0% | 95,580 | +59.1% | 0.64% | +54.8% |
| Q2 2022 | $2,794,000 | +97.6% | 60,057 | +111.3% | 0.42% | +124.9% |
| Q1 2022 | $1,414,000 | +18.4% | 28,416 | +26.2% | 0.18% | +17.1% |
| Q4 2021 | $1,194,000 | +9.1% | 22,518 | +9.3% | 0.16% | 0.0% |
| Q3 2021 | $1,094,000 | +16.3% | 20,596 | +16.6% | 0.16% | +37.4% |
| Q2 2021 | $941,000 | +76.9% | 17,662 | +73.8% | 0.12% | +30.7% |
| Q1 2021 | $532,000 | +9.9% | 10,163 | +13.9% | 0.09% | -13.7% |
| Q4 2020 | $484,000 | -99.8% | 8,922 | +65.1% | 0.10% | -31.5% |
| Q3 2020 | $296,246,000 | +0.7% | 5,403 | +0.1% | 0.15% | -8.6% |
| Q2 2020 | $294,245,000 | – | 5,399 | – | 0.16% | – |
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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% |