FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 256 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,108,841 | -4.6% | 92,126 | -0.7% | 0.04% | 0.0% |
| Q2 2023 | $4,305,586 | -4.2% | 92,785 | -2.2% | 0.04% | -6.5% |
| Q1 2023 | $4,492,990 | +17.1% | 94,847 | +15.0% | 0.05% | +9.5% |
| Q4 2022 | $3,837,622 | -3.0% | 82,503 | -4.0% | 0.04% | -6.7% |
| Q3 2022 | $3,956,430 | -7.8% | 85,918 | -4.0% | 0.04% | -6.2% |
| Q2 2022 | $4,291,478 | -10.6% | 89,457 | -5.1% | 0.05% | +2.1% |
| Q1 2022 | $4,801,454 | -4.6% | 94,260 | +0.9% | 0.05% | -4.1% |
| Q4 2021 | $5,032,023 | – | 93,397 | – | 0.05% | – |
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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% |