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 | $1,102,866 | -8.7% | 25,319 | -5.6% | 0.31% | -13.1% |
| Q4 2022 | $1,207,595 | -44.7% | 26,824 | -45.4% | 0.36% | -49.6% |
| Q3 2022 | $2,183,000 | +67.4% | 49,127 | +75.2% | 0.71% | +56.3% |
| Q2 2022 | $1,304,000 | +3.9% | 28,033 | +11.2% | 0.46% | -3.2% |
| Q1 2022 | $1,255,000 | +13.6% | 25,212 | +21.0% | 0.47% | +16.3% |
| Q4 2021 | $1,105,000 | +93.9% | 20,837 | +94.2% | 0.40% | +60.3% |
| Q3 2021 | $570,000 | – | 10,727 | – | 0.25% | – |
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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% |