FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $575,134 | +9.2% | 13,203 | +13.9% | 0.22% | +14.7% |
| Q2 2023 | $526,579 | -15.8% | 11,594 | -14.7% | 0.19% | -20.8% |
| Q1 2023 | $625,274 | +2.2% | 13,593 | +0.0% | 0.24% | -4.4% |
| Q4 2022 | $611,925 | +1.3% | 13,592 | 0.0% | 0.25% | -8.4% |
| Q3 2022 | $604,000 | -5.3% | 13,592 | -0.9% | 0.27% | -4.5% |
| Q2 2022 | $638,000 | -44.5% | 13,714 | -40.6% | 0.29% | -38.4% |
| Q1 2022 | $1,149,000 | -8.6% | 23,087 | -2.7% | 0.47% | -16.3% |
| Q4 2021 | $1,257,000 | – | 23,717 | – | 0.56% | – |
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% |