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 | $606,189 | -3.0% | 13,916 | +1.2% | 0.62% | +2.1% |
| Q2 2023 | $625,000 | +13.0% | 13,757 | +14.4% | 0.61% | +7.6% |
| Q1 2023 | $553,000 | -0.2% | 12,029 | -2.3% | 0.57% | -10.7% |
| Q4 2022 | $554,000 | -97.4% | 12,310 | -96.9% | 0.64% | -92.4% |
| Q2 2021 | $20,949,000 | +469.7% | 392,827 | +460.0% | 8.36% | +333.3% |
| Q1 2021 | $3,677,000 | +144.0% | 70,152 | +152.5% | 1.93% | +116.7% |
| Q4 2020 | $1,507,000 | -7.1% | 27,781 | -6.5% | 0.89% | -25.3% |
| Q3 2020 | $1,623,000 | +42.7% | 29,702 | +40.9% | 1.19% | +14.9% |
| Q2 2020 | $1,137,000 | +18.7% | 21,087 | +14.0% | 1.04% | -3.4% |
| Q1 2020 | $958,000 | +10.2% | 18,503 | +10.1% | 1.07% | +46.2% |
| Q4 2019 | $869,000 | – | 16,804 | – | 0.73% | – |
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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% |