FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 256 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,032,731 | -4.1% | 436,931 | -0.0% | 7.23% | -8.7% |
| Q2 2023 | $19,854,763 | +5.3% | 437,137 | +6.7% | 7.92% | +0.5% |
| Q1 2023 | $18,853,606 | +10.0% | 409,861 | +7.7% | 7.88% | +11.5% |
| Q4 2022 | $17,139,474 | +7.3% | 380,708 | +5.9% | 7.07% | -1.7% |
| Q3 2022 | $15,976,000 | +3.1% | 359,586 | +8.0% | 7.19% | +6.2% |
| Q2 2022 | $15,491,000 | – | 332,919 | – | 6.77% | – |
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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% |