FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 212 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,570,125 | -2.1% | 81,959 | +2.1% | 0.29% | -1.0% |
| Q2 2023 | $3,647,241 | +45.6% | 80,300 | +47.4% | 0.29% | +37.7% |
| Q1 2023 | $2,505,216 | +161631.2% | 54,461 | +58.2% | 0.21% | +48.3% |
| Q4 2022 | $1,549 | -99.9% | 34,416 | +9.5% | 0.14% | -1.4% |
| Q3 2022 | $1,396,000 | -18.0% | 31,418 | -14.1% | 0.14% | -5.2% |
| Q2 2022 | $1,702,000 | -48.7% | 36,580 | -45.2% | 0.15% | -42.7% |
| Q1 2022 | $3,320,000 | +14.5% | 66,713 | +22.0% | 0.27% | +12.2% |
| Q4 2021 | $2,900,000 | +2.3% | 54,705 | +2.5% | 0.24% | -18.5% |
| Q3 2021 | $2,835,000 | +1.8% | 53,365 | +2.2% | 0.29% | +4.3% |
| Q2 2021 | $2,784,000 | – | 52,208 | – | 0.28% | – |
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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% |