FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 414 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,396,132 | -73.6% | 120,101 | -73.4% | 1.24% | -73.1% |
Q1 2024 | $20,457,465 | +3938.4% | 451,500 | +4003.4% | 4.61% | +3708.3% |
Q4 2023 | $506,575 | -54.1% | 11,003 | -56.5% | 0.12% | -61.1% |
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% | – |
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% |