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 | $91,234,928 | +0.6% | 2,094,466 | +4.8% | 24.62% | +1.5% |
Q2 2023 | $90,733,828 | +7.5% | 1,997,662 | +8.8% | 24.27% | +1.4% |
Q1 2023 | $84,426,720 | +42.2% | 1,835,363 | +39.2% | 23.93% | +35.0% |
Q4 2022 | $59,377,689 | +636.1% | 1,318,918 | +626.4% | 17.72% | +548.8% |
Q3 2022 | $8,067,000 | – | 181,570 | – | 2.73% | – |
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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% |