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 | $4,897,805 | -3.4% | 112,438 | +0.7% | 5.02% | +3.2% |
| Q2 2023 | $5,069,301 | +12.2% | 111,609 | +11.2% | 4.87% | +7.6% |
| Q1 2023 | $4,519,890 | -0.9% | 100,397 | -0.9% | 4.52% | -0.5% |
| Q4 2022 | $4,558,922 | -8.3% | 101,264 | -9.5% | 4.54% | -15.0% |
| Q3 2022 | $4,971,000 | -4.1% | 111,885 | +0.4% | 5.34% | -1.0% |
| Q2 2022 | $5,185,000 | -8.9% | 111,434 | -2.6% | 5.40% | +7.7% |
| Q1 2022 | $5,694,000 | +3.8% | 114,403 | +10.6% | 5.01% | +0.9% |
| Q4 2021 | $5,484,000 | – | 103,430 | – | 4.97% | – |
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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% |