FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 279 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $3,843,919 | +15.6% | 84,836 | +17.5% | 2.05% | -4.9% |
| Q4 2023 | $3,325,009 | +8.0% | 72,220 | +2.2% | 2.15% | -0.6% |
| Q3 2023 | $3,078,908 | -2.0% | 70,682 | +2.2% | 2.16% | +2.6% |
| Q2 2023 | $3,142,565 | -3.8% | 69,189 | -2.5% | 2.11% | -4.2% |
| Q1 2023 | $3,265,172 | – | 70,982 | – | 2.20% | – |
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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% |