FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,980,848 | +3.9% | 45,474 | +8.4% | 1.10% | +6.1% |
| Q2 2023 | $1,905,612 | +2.5% | 41,955 | +3.8% | 1.04% | +18.4% |
| Q1 2023 | $1,858,377 | +5.7% | 40,400 | +3.4% | 0.87% | -19.1% |
| Q4 2022 | $1,758,159 | +23.2% | 39,053 | +21.6% | 1.08% | +31.2% |
| Q3 2022 | $1,427,000 | +36.8% | 32,110 | +43.2% | 0.82% | +50.1% |
| Q2 2022 | $1,043,000 | +138.7% | 22,417 | +155.4% | 0.55% | +161.4% |
| Q1 2022 | $437,000 | +28.2% | 8,777 | +36.5% | 0.21% | +2.4% |
| Q4 2021 | $341,000 | – | 6,429 | – | 0.20% | – |
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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% |