FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 414 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $356,549 | +26.0% | 7,936 | +27.1% | 0.02% | +9.1% |
| Q1 2024 | $282,893 | +3.8% | 6,244 | +5.5% | 0.02% | -4.3% |
| Q4 2023 | $272,603 | +1.5% | 5,921 | -3.9% | 0.02% | -8.0% |
| 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 | 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% |