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 Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |