FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 459 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $387,431 | -0.0% | 8,623 | 0.0% | 0.21% | -5.3% |
| Q1 2024 | $387,604 | +10.4% | 8,623 | +13.1% | 0.23% | +0.9% |
| Q4 2023 | $350,963 | +5.7% | 7,623 | 0.0% | 0.22% | -3.9% |
| Q3 2023 | $332,058 | -4.1% | 7,623 | 0.0% | 0.23% | 0.0% |
| Q2 2023 | $346,237 | -1.3% | 7,623 | 0.0% | 0.23% | -2.1% |
| Q1 2023 | $350,658 | +1.5% | 7,623 | -0.7% | 0.24% | -1.7% |
| Q4 2022 | $345,438 | – | 7,673 | – | 0.24% | – |
Download | ||||||
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% |