FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 172 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $26,065,835 | -78.8% | 582,255 | -3.1% | 0.92% | -58.8% |
Q1 2024 | $122,925,026 | +358.3% | 601,099 | +1.9% | 2.23% | +151.9% |
Q4 2023 | $26,824,172 | +0.4% | 590,163 | -3.8% | 0.89% | -12.9% |
Q3 2023 | $26,714,533 | -2.4% | 613,281 | +1.7% | 1.02% | +0.6% |
Q2 2023 | $27,384,173 | +3.9% | 602,910 | +5.3% | 1.01% | -1.5% |
Q1 2023 | $26,346,110 | +127416.1% | 572,742 | +25.4% | 1.03% | -11.7% |
Q4 2022 | $20,661 | -99.9% | 456,813 | -0.2% | 1.16% | -5.9% |
Q3 2022 | $20,339,000 | -11.9% | 457,787 | -7.7% | 1.24% | +29.9% |
Q2 2022 | $23,083,000 | -28.7% | 496,081 | -23.7% | 0.95% | +9.7% |
Q1 2022 | $32,392,000 | -2.1% | 649,874 | +4.2% | 0.87% | +18.1% |
Q4 2021 | $33,098,000 | +0.2% | 623,782 | +0.6% | 0.73% | -16.1% |
Q3 2021 | $33,029,000 | +4.9% | 620,208 | +5.9% | 0.88% | +2.7% |
Q2 2021 | $31,495,000 | +5.9% | 585,875 | +3.1% | 0.85% | +7.7% |
Q1 2021 | $29,748,000 | – | 568,484 | – | 0.79% | – |
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% |