FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 42 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $130,995,934 | +2752.3% | 3,007,184 | +2874.0% | 0.01% | – |
| Q2 2023 | $4,592,643 | +37.1% | 101,115 | +38.8% | 0.00% | – |
| Q1 2023 | $3,350,000 | +101445.9% | 72,830 | -0.6% | 0.00% | – |
| Q4 2022 | $3,299 | -99.9% | 73,280 | +21.5% | 0.00% | – |
| Q3 2022 | $2,679,000 | +32.0% | 60,293 | +38.3% | 0.00% | – |
| Q2 2022 | $2,029,000 | -5.4% | 43,600 | +1.2% | 0.00% | – |
| Q1 2022 | $2,145,000 | -21.1% | 43,097 | -16.0% | 0.00% | – |
| Q4 2021 | $2,719,000 | +23.1% | 51,280 | +23.4% | 0.00% | – |
| Q3 2021 | $2,208,000 | -2.5% | 41,558 | -2.1% | 0.00% | – |
| Q2 2021 | $2,264,000 | +1.0% | 42,453 | -0.8% | 0.00% | – |
| Q1 2021 | $2,242,000 | -71.5% | 42,783 | -70.5% | 0.00% | -100.0% |
| Q4 2020 | $7,862,000 | +22.6% | 144,913 | +23.5% | 0.00% | 0.0% |
| Q3 2020 | $6,412,000 | +62.6% | 117,298 | +60.4% | 0.00% | 0.0% |
| Q2 2020 | $3,944,000 | +4.5% | 73,133 | +0.3% | 0.00% | 0.0% |
| Q1 2020 | $3,774,000 | +21.7% | 72,919 | +21.6% | 0.00% | 0.0% |
| Q4 2019 | $3,101,000 | +6.2% | 59,942 | +6.1% | 0.00% | 0.0% |
| Q3 2019 | $2,921,000 | +5.4% | 56,496 | +4.1% | 0.00% | 0.0% |
| Q2 2019 | $2,771,000 | +2.2% | 54,272 | -0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,712,000 | +1.2% | 54,282 | -1.7% | 0.00% | 0.0% |
| Q4 2018 | $2,680,000 | +11.8% | 55,226 | +12.0% | 0.00% | – |
| Q3 2018 | $2,398,000 | +1.5% | 49,324 | +2.1% | 0.00% | – |
| Q2 2018 | $2,362,000 | 0.0% | 48,324 | +0.5% | 0.00% | -100.0% |
| Q1 2018 | $2,362,000 | +2.3% | 48,064 | +4.5% | 0.00% | – |
| Q4 2017 | $2,310,000 | +12.2% | 45,974 | +12.4% | 0.00% | – |
| Q3 2017 | $2,058,000 | +9.4% | 40,890 | +9.0% | 0.00% | – |
| Q2 2017 | $1,881,000 | +0.9% | 37,509 | +0.2% | 0.00% | – |
| Q1 2017 | $1,865,000 | +0.6% | 37,426 | +0.6% | 0.00% | – |
| Q4 2016 | $1,853,000 | +8.6% | 37,211 | +11.4% | 0.00% | – |
| Q3 2016 | $1,706,000 | +8.2% | 33,411 | +6.6% | 0.00% | – |
| Q2 2016 | $1,576,000 | +2.5% | 31,329 | -0.5% | 0.00% | – |
| Q1 2016 | $1,537,000 | +110.3% | 31,480 | +106.7% | 0.00% | – |
| Q4 2015 | $731,000 | -4.6% | 15,230 | -3.9% | 0.00% | – |
| Q3 2015 | $766,000 | – | 15,840 | – | 0.00% | – |
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% |