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 | $1,480,669 | -3.4% | 33,991 | +0.7% | 0.96% | -3.4% |
Q2 2023 | $1,532,901 | -17.4% | 33,749 | -16.4% | 0.99% | -23.8% |
Q1 2023 | $1,856,156 | +42.8% | 40,351 | +39.8% | 1.30% | +20.4% |
Q4 2022 | $1,299,572 | +22.1% | 28,867 | +20.6% | 1.08% | +0.1% |
Q3 2022 | $1,064,000 | -50.1% | 23,942 | -47.8% | 1.08% | -46.1% |
Q2 2022 | $2,133,000 | -18.6% | 45,849 | -13.0% | 2.00% | -0.1% |
Q1 2022 | $2,622,000 | -8.6% | 52,690 | -2.6% | 2.01% | -7.0% |
Q4 2021 | $2,869,000 | – | 54,104 | – | 2.16% | – |
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% |