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 Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $698,000 | -67.5% | 15,000 | -65.2% | 0.18% | -61.3% |
| Q1 2022 | $2,147,000 | -39.4% | 43,140 | -35.4% | 0.46% | -32.3% |
| Q4 2021 | $3,543,000 | -1.5% | 66,815 | -1.3% | 0.68% | -12.2% |
| Q3 2021 | $3,598,000 | -19.9% | 67,715 | -19.5% | 0.78% | -20.8% |
| Q2 2021 | $4,490,000 | -18.2% | 84,090 | -19.7% | 0.98% | -29.9% |
| Q1 2021 | $5,486,000 | +1.2% | 104,680 | +4.7% | 1.40% | -13.5% |
| Q4 2020 | $5,422,000 | +19.7% | 99,950 | +20.5% | 1.62% | -5.2% |
| Q3 2020 | $4,531,000 | +30.1% | 82,915 | +28.4% | 1.71% | -1.8% |
| Q2 2020 | $3,483,000 | +23.8% | 64,590 | +18.8% | 1.74% | -13.7% |
| Q1 2020 | $2,814,000 | +4.3% | 54,370 | +5.1% | 2.02% | +63.9% |
| Q4 2019 | $2,699,000 | – | 51,730 | – | 1.23% | – |
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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% |