FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 272 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 | 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% |