FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 147 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $355,729 | -27.3% | 7,832 | -26.3% | 0.18% | -29.4% |
| Q1 2023 | $489,072 | +94315.4% | 10,632 | -7.6% | 0.25% | -26.7% |
| Q4 2022 | $518 | -99.9% | 11,503 | 0.0% | 0.34% | -20.4% |
| Q3 2022 | $511,000 | -4.5% | 11,503 | 0.0% | 0.43% | -11.1% |
| Q2 2022 | $535,000 | -2.9% | 11,503 | +4.0% | 0.49% | +125.0% |
| Q1 2022 | $551,000 | +5.6% | 11,064 | +12.4% | 0.22% | +41.2% |
| Q4 2021 | $522,000 | -0.2% | 9,845 | 0.0% | 0.15% | -15.9% |
| Q3 2021 | $523,000 | +6.7% | 9,845 | +7.0% | 0.18% | -16.1% |
| Q2 2021 | $490,000 | +14.8% | 9,197 | +12.8% | 0.22% | -74.3% |
| Q1 2021 | $427,000 | +1.9% | 8,152 | +5.4% | 0.84% | +211.8% |
| Q4 2020 | $419,000 | -37.1% | 7,731 | +20.2% | 0.27% | +3.4% |
| Q3 2020 | $666,000 | – | 6,433 | – | 0.26% | – |
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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% |