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 2023 | $6,736,922 | +46.7% | 154,658 | +52.9% | 2.52% | +16.1% |
| Q2 2023 | $4,593,877 | -7.0% | 101,142 | -5.8% | 2.17% | +9.0% |
| Q1 2023 | $4,938,105 | +7.5% | 107,350 | +5.2% | 2.00% | +3.9% |
| Q4 2022 | $4,591,958 | -4.4% | 101,998 | -5.7% | 1.92% | -15.0% |
| Q3 2022 | $4,804,000 | -8.3% | 108,130 | -4.0% | 2.26% | -7.5% |
| Q2 2022 | $5,241,000 | -11.7% | 112,646 | -5.5% | 2.44% | -2.7% |
| Q1 2022 | $5,934,000 | -9.8% | 119,222 | -3.9% | 2.51% | -4.3% |
| Q4 2021 | $6,579,000 | +1.9% | 124,079 | +2.1% | 2.62% | -11.3% |
| Q3 2021 | $6,458,000 | +5.8% | 121,556 | +6.2% | 2.96% | +7.2% |
| Q2 2021 | $6,102,000 | +25.2% | 114,415 | +23.0% | 2.76% | -22.6% |
| Q1 2021 | $4,874,000 | +132.9% | 93,003 | +141.1% | 3.57% | +217.3% |
| Q4 2020 | $2,093,000 | – | 38,581 | – | 1.12% | – |
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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% |