FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,607,753 | +0.7% | 220,564 | +5.0% | 2.34% | +1.3% |
| Q2 2023 | $9,544,950 | +0.1% | 210,149 | +2.3% | 2.31% | -4.3% |
| Q1 2023 | $9,531,595 | +2.4% | 205,378 | -0.7% | 2.42% | -17.3% |
| Q4 2022 | $9,311,048 | -3.9% | 206,820 | -5.1% | 2.92% | -13.5% |
| Q3 2022 | $9,687,000 | -1.3% | 218,038 | +3.4% | 3.38% | +2.5% |
| Q2 2022 | $9,810,000 | -17.2% | 210,841 | -11.4% | 3.30% | -17.9% |
| Q1 2022 | $11,842,000 | -4.8% | 237,934 | +1.4% | 4.02% | +2.5% |
| Q4 2021 | $12,443,000 | +6.9% | 234,676 | +7.1% | 3.92% | -1.1% |
| Q3 2021 | $11,639,000 | +9.1% | 219,072 | +9.5% | 3.96% | +6.1% |
| Q2 2021 | $10,667,000 | +328.4% | 200,016 | +295.3% | 3.74% | +309.1% |
| Q1 2021 | $2,490,000 | -53.2% | 50,593 | -48.4% | 0.91% | -53.0% |
| Q4 2020 | $5,316,000 | +7.9% | 97,994 | +8.7% | 1.94% | +2.1% |
| Q3 2020 | $4,928,000 | +22.1% | 90,166 | +20.5% | 1.90% | +12.9% |
| Q2 2020 | $4,036,000 | +62.9% | 74,844 | +56.4% | 1.69% | +40.0% |
| Q1 2020 | $2,477,000 | +254.4% | 47,861 | +254.4% | 1.20% | +165.2% |
| Q4 2019 | $699,000 | – | 13,505 | – | 0.45% | – |
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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% |