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 | $22,682,630 | -24.6% | 520,721 | -21.3% | 0.77% | -64.5% |
| Q2 2023 | $30,063,404 | +5.7% | 661,898 | +7.1% | 2.18% | +1.2% |
| Q1 2023 | $28,428,885 | +75.5% | 618,019 | +71.7% | 2.15% | +60.9% |
| Q4 2022 | $16,203,353 | +2110.6% | 359,915 | +2082.2% | 1.34% | +1837.7% |
| Q3 2022 | $733,000 | -7.7% | 16,493 | -3.4% | 0.07% | -5.5% |
| Q2 2022 | $794,000 | -41.8% | 17,074 | -37.7% | 0.07% | -31.8% |
| Q1 2022 | $1,364,000 | -7.8% | 27,405 | -1.8% | 0.11% | -0.9% |
| Q4 2021 | $1,480,000 | – | 27,914 | – | 0.11% | – |
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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% |