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 | $31,894,066 | +1.8% | 732,187 | +6.1% | 0.31% | 0.0% |
| Q2 2023 | $31,344,660 | +20.0% | 690,107 | +21.6% | 0.31% | +11.0% |
| Q1 2023 | $26,114,725 | +210.2% | 567,712 | +203.6% | 0.28% | +277.3% |
| Q4 2022 | $8,418,425 | -99.9% | 186,993 | -43.3% | 0.08% | -3.8% |
| Q3 2022 | $7,330,323,000 | +96288.2% | 329,642 | +101.7% | 0.08% | 0.0% |
| Q2 2022 | $7,605,000 | -15.6% | 163,438 | -9.7% | 0.08% | -17.0% |
| Q1 2022 | $9,012,000 | -49.6% | 181,075 | -46.3% | 0.09% | -48.1% |
| Q4 2021 | $17,871,000 | +2.6% | 337,067 | +2.8% | 0.18% | +4.0% |
| Q3 2021 | $17,419,000 | +1.6% | 327,852 | +2.0% | 0.17% | -10.8% |
| Q2 2021 | $17,141,000 | +2.6% | 321,415 | +0.9% | 0.20% | -8.0% |
| Q1 2021 | $16,699,000 | +13.1% | 318,616 | +16.8% | 0.21% | +24.0% |
| Q4 2020 | $14,768,000 | -99.9% | 272,679 | +31.7% | 0.17% | -19.0% |
| Q3 2020 | $11,297,000,000 | – | 207,113 | – | 0.21% | – |
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% |