FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 201 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $320,950 | -0.3% | 7,368 | +3.9% | 0.16% | +18.1% |
| Q2 2023 | $321,982 | +81.2% | 7,089 | +79.6% | 0.14% | +68.3% |
| Q4 2022 | $177,694 | -22.4% | 3,947 | -19.8% | 0.08% | -23.4% |
| Q2 2022 | $229,000 | -16.1% | 4,924 | -10.1% | 0.11% | +12.6% |
| Q1 2022 | $273,000 | -7.1% | 5,478 | -1.1% | 0.10% | -13.6% |
| Q4 2021 | $294,000 | +24.1% | 5,539 | +23.9% | 0.11% | +2.8% |
| Q3 2021 | $237,000 | – | 4,469 | – | 0.11% | – |
Download | ||||||
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% |