FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 348 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,331,289 | -4.7% | 74,144 | -3.9% | 2.27% | -6.8% |
| Q1 2024 | $3,495,177 | -4.4% | 77,139 | -2.8% | 2.44% | -6.0% |
| Q4 2023 | $3,654,618 | -36.5% | 79,379 | -39.9% | 2.59% | -31.8% |
| Q3 2023 | $5,756,297 | +4.5% | 132,146 | +9.0% | 3.80% | +10.7% |
| Q2 2023 | $5,506,221 | +0.4% | 121,229 | +1.7% | 3.43% | +44.8% |
| Q1 2023 | $5,483,154 | – | 119,199 | – | 2.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kowal Investment Group, LLC | 1,997,662 | $90,733,828 | 24.27% |
| Presidio Capital Management, LLC | 660,216 | $29,987,008 | 24.02% |
| CPA Asset Management LLC | 474,569 | $21,554,924 | 15.49% |
| Goodwin Investment Advisory | 513,231 | $23,310,967 | 13.61% |
| Drake & Associates, LLC | 453,050 | $20,577,545 | 9.20% |
| REGIMEN WEALTH, LLC | 445,862 | $20,251,052 | 8.40% |
| Navalign, LLC | 437,137 | $19,854,763 | 7.92% |
| Sunburst Financial Group, LLC | 485,060 | $22,031,425 | 7.69% |
| WEALTH MANAGEMENT RESOURCES, INC. | 288,649 | $13,110,474 | 7.62% |
| Shakespeare Wealth Management, LLC | 475,149 | $21,581,273 | 7.38% |