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 | $3,421,635 | -3.9% | 78,550 | +0.2% | 0.44% | +6.3% |
| Q2 2023 | $3,562,080 | -6.6% | 78,425 | -5.4% | 0.41% | -14.6% |
| Q1 2023 | $3,811,953 | +0.6% | 82,869 | -1.6% | 0.48% | -2.8% |
| Q4 2022 | $3,790,062 | -11.7% | 84,186 | -12.8% | 0.50% | -22.6% |
| Q3 2022 | $4,290,000 | -4.4% | 96,551 | +0.1% | 0.64% | -1.1% |
| Q2 2022 | $4,488,000 | -9.4% | 96,446 | -3.1% | 0.65% | -5.2% |
| Q1 2022 | $4,953,000 | -12.2% | 99,511 | -6.5% | 0.69% | -13.6% |
| Q4 2021 | $5,642,000 | -0.2% | 106,412 | +0.1% | 0.80% | -9.0% |
| Q3 2021 | $5,651,000 | -0.7% | 106,353 | -0.3% | 0.88% | -3.0% |
| Q2 2021 | $5,688,000 | +0.5% | 106,657 | -1.2% | 0.90% | -12.6% |
| Q1 2021 | $5,660,000 | -0.0% | 107,997 | +3.5% | 1.03% | -1.6% |
| Q4 2020 | $5,662,000 | -3.0% | 104,370 | -2.3% | 1.05% | -23.5% |
| Q3 2020 | $5,837,000 | -10.4% | 106,810 | -11.5% | 1.37% | -18.8% |
| Q2 2020 | $6,512,000 | +28.3% | 120,754 | +23.1% | 1.69% | +7.2% |
| Q1 2020 | $5,076,000 | -5.2% | 98,093 | -5.2% | 1.58% | +52.9% |
| Q4 2019 | $5,353,000 | – | 103,450 | – | 1.03% | – |
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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% |