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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $108,000 | -30.8% | 2,426 | -27.5% | 0.03% | -30.8% |
| Q2 2022 | $156,000 | -38.6% | 3,344 | -34.5% | 0.04% | -32.8% |
| Q1 2022 | $254,000 | -34.4% | 5,107 | -30.0% | 0.06% | -33.3% |
| Q4 2021 | $387,000 | -14.8% | 7,296 | -14.5% | 0.09% | -21.6% |
| Q3 2021 | $454,000 | -19.8% | 8,536 | -19.4% | 0.11% | -21.8% |
| Q2 2021 | $566,000 | +0.9% | 10,587 | -1.0% | 0.14% | -9.0% |
| Q1 2021 | $561,000 | -30.3% | 10,699 | -27.8% | 0.16% | -10.3% |
| Q4 2020 | $805,000 | – | 14,809 | – | 0.17% | – |
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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% |