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 2022 | $2,859,000 | -17.4% | 61,451 | -11.7% | 1.12% | -6.5% |
| Q1 2022 | $3,463,000 | -10.4% | 69,581 | -4.6% | 1.20% | -13.4% |
| Q4 2021 | $3,867,000 | -10.0% | 72,937 | -10.3% | 1.38% | -20.1% |
| Q3 2021 | $4,295,000 | -0.9% | 81,308 | +0.0% | 1.73% | -4.5% |
| Q2 2021 | $4,335,000 | -0.6% | 81,283 | -2.3% | 1.82% | -11.9% |
| Q1 2021 | $4,362,000 | -2.6% | 83,225 | +0.8% | 2.06% | -13.3% |
| Q4 2020 | $4,477,000 | +4.9% | 82,531 | +5.7% | 2.38% | -7.8% |
| Q3 2020 | $4,266,000 | +12.4% | 78,054 | +10.9% | 2.58% | +3.2% |
| Q2 2020 | $3,795,000 | +19.9% | 70,372 | +15.1% | 2.50% | -4.3% |
| Q1 2020 | $3,165,000 | +23.4% | 61,160 | +23.4% | 2.61% | +58.6% |
| Q4 2019 | $2,564,000 | – | 49,564 | – | 1.64% | – |
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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% |