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 | $12,725,950 | +1340.8% | 292,616 | +1384.2% | 0.64% | +457.0% |
| Q2 2023 | $883,251 | -92.1% | 19,715 | -91.9% | 0.11% | -79.7% |
| Q1 2023 | $11,173,067 | -3.4% | 242,119 | -5.7% | 0.56% | +4.5% |
| Q4 2022 | $11,562,587 | +7.8% | 256,832 | +6.4% | 0.54% | -16.2% |
| Q3 2022 | $10,728,000 | +1.8% | 241,451 | +6.6% | 0.64% | +5.3% |
| Q2 2022 | $10,534,000 | +6.6% | 226,400 | +14.0% | 0.61% | +68.2% |
| Q1 2022 | $9,881,000 | +10.7% | 198,525 | +18.0% | 0.36% | +11.0% |
| Q4 2021 | $8,922,000 | – | 168,283 | – | 0.33% | – |
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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% |