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 | $463,675 | -7.1% | 10,645 | -3.2% | 0.37% | -4.7% |
| Q2 2023 | $499,330 | -0.6% | 10,994 | +0.6% | 0.39% | +1.8% |
| Q1 2023 | $502,536 | -28.5% | 10,925 | -30.0% | 0.38% | -32.9% |
| Q4 2022 | $702,982 | +2.2% | 15,615 | +0.8% | 0.56% | -0.9% |
| Q3 2022 | $688,000 | -3.9% | 15,488 | +0.7% | 0.57% | -21.1% |
| Q2 2022 | $716,000 | -7.4% | 15,385 | -0.9% | 0.72% | +3.7% |
| Q1 2022 | $773,000 | -99.9% | 15,529 | -8.7% | 0.70% | -19.0% |
| Q4 2021 | $901,651,000 | – | 17,006 | – | 0.86% | – |
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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% |