FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 5 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 | 1,997,662 | $90,733,828 | 24.27% |
| Presidio Capital Management, LLC | 660,216 | $29,987,008 | 24.02% |
| CPA Asset Management LLC | 474,569 | $21,554,924 | 15.49% |
| Goodwin Investment Advisory | 513,231 | $23,310,967 | 13.61% |
| Drake & Associates, LLC | 453,050 | $20,577,545 | 9.20% |
| REGIMEN WEALTH, LLC | 445,862 | $20,251,052 | 8.40% |
| Navalign, LLC | 437,137 | $19,854,763 | 7.92% |
| Sunburst Financial Group, LLC | 485,060 | $22,031,425 | 7.69% |
| WEALTH MANAGEMENT RESOURCES, INC. | 288,649 | $13,110,474 | 7.62% |
| Shakespeare Wealth Management, LLC | 475,149 | $21,581,273 | 7.38% |