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 | $4,139,838 | +46.5% | 95,366 | +51.2% | 3.99% | +41.6% |
| Q2 2023 | $2,825,312 | +37.0% | 63,065 | +40.9% | 2.82% | +26.1% |
| Q1 2023 | $2,062,185 | +350.6% | 44,762 | +349.6% | 2.24% | +283.7% |
| Q4 2022 | $457,677 | -15.6% | 9,956 | -17.7% | 0.58% | -23.9% |
| Q3 2022 | $542,000 | -4.2% | 12,094 | +2.2% | 0.77% | +2.8% |
| Q2 2022 | $566,000 | -41.2% | 11,838 | -38.9% | 0.74% | -39.6% |
| Q1 2022 | $963,000 | -3.0% | 19,385 | +2.4% | 1.23% | -6.2% |
| Q4 2021 | $993,000 | +7.1% | 18,935 | +8.8% | 1.32% | -7.4% |
| Q3 2021 | $927,000 | +1.9% | 17,410 | +2.0% | 1.42% | -1.5% |
| Q2 2021 | $910,000 | +15.2% | 17,070 | +13.6% | 1.44% | +2.1% |
| Q1 2021 | $790,000 | +21.2% | 15,033 | +25.0% | 1.41% | +10.7% |
| Q4 2020 | $652,000 | +11.5% | 12,026 | +12.4% | 1.28% | -15.4% |
| Q3 2020 | $585,000 | +38.0% | 10,703 | +36.1% | 1.51% | +10.2% |
| Q2 2020 | $424,000 | – | 7,863 | – | 1.37% | – |
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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% |