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 | $793,010 | +26.9% | 18,205 | +32.5% | 0.18% | +33.6% |
| Q2 2023 | $625,015 | -1.5% | 13,740 | -0.4% | 0.13% | -8.2% |
| Q1 2023 | $634,506 | +22.4% | 13,794 | +22.8% | 0.15% | +21.7% |
| Q4 2022 | $518,425 | +61.5% | 11,229 | +55.2% | 0.12% | +42.9% |
| Q3 2022 | $321,000 | +26.9% | 7,233 | +33.2% | 0.08% | +35.5% |
| Q2 2022 | $253,000 | -59.3% | 5,429 | -56.6% | 0.06% | -53.0% |
| Q1 2022 | $622,000 | – | 12,497 | – | 0.13% | – |
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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% |