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 | $1,002 | -4.1% | 23 | 0.0% | 0.00% | – |
| Q2 2023 | $1,045 | -1.2% | 23 | 0.0% | 0.00% | – |
| Q1 2023 | $1,058 | -13.0% | 23 | -14.8% | 0.00% | – |
| Q4 2022 | $1,216 | -99.9% | 27 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $1,200,000 | -4.5% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,256,000 | -46.3% | 27 | -42.6% | 0.00% | 0.0% |
| Q1 2022 | $2,339,000 | -6.1% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,492,000 | -0.2% | 47 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,497,000 | -0.4% | 47 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,507,000 | +1.8% | 47 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,463,000 | -3.4% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,550,000 | -56.8% | 47 | -56.5% | 0.00% | -66.7% |
| Q3 2020 | $5,902,000 | +1.3% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,824,000 | +116380.0% | 108 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -16.7% | 108 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | +20.0% | 108 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | +150.0% | 108 | +129.8% | 0.00% | +200.0% |
| Q2 2019 | $2,000 | -60.0% | 47 | -56.5% | 0.00% | -66.7% |
| Q1 2019 | $5,000 | 0.0% | 108 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $5,000 | – | 108 | – | 0.00% | – |
Download | ||||||
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% |