FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 172 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,841 | +4.8% | 570,275 | +9.1% | 0.06% | +9.3% |
| Q2 2023 | $23,698 | +11.6% | 522,781 | +12.9% | 0.05% | +3.8% |
| Q1 2023 | $21,242 | +5.2% | 463,230 | +3.4% | 0.05% | 0.0% |
| Q4 2022 | $20,197 | -99.8% | 447,929 | +109.1% | 0.05% | +100.0% |
| Q3 2022 | $9,543,000 | -0.6% | 214,232 | +3.9% | 0.03% | 0.0% |
| Q2 2022 | $9,596,000 | +10.3% | 206,244 | +18.0% | 0.03% | +52.9% |
| Q1 2022 | $8,701,000 | +4023.7% | 174,822 | +4316.9% | 0.02% | – |
| Q3 2021 | $211,000 | – | 3,958 | – | 0.00% | – |
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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% |