FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 147 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,564,344 | +12.9% | 495,049 | +17.7% | 0.22% | +22.0% |
| Q2 2023 | $19,099,416 | -45.7% | 420,506 | -45.0% | 0.18% | -49.3% |
| Q1 2023 | $35,170,404 | +51.8% | 764,574 | +48.6% | 0.35% | +44.8% |
| Q4 2022 | $23,162,002 | +10.4% | 514,482 | +8.9% | 0.24% | +0.8% |
| Q3 2022 | $20,982,000 | +3.6% | 472,235 | +8.5% | 0.24% | +9.6% |
| Q2 2022 | $20,257,000 | -1.4% | 435,365 | +5.5% | 0.22% | +14.7% |
| Q1 2022 | $20,539,000 | -7.0% | 412,682 | -0.9% | 0.19% | -5.5% |
| Q4 2021 | $22,076,000 | -1.9% | 416,380 | -1.7% | 0.20% | -10.7% |
| Q3 2021 | $22,495,000 | +1.2% | 423,382 | +1.5% | 0.22% | +0.9% |
| Q2 2021 | $22,235,000 | +7.4% | 416,947 | +5.6% | 0.22% | -10.4% |
| Q1 2021 | $20,697,000 | -3.2% | 394,892 | +0.2% | 0.25% | -11.1% |
| Q4 2020 | $21,371,000 | +16.0% | 393,928 | +16.9% | 0.28% | +4.1% |
| Q3 2020 | $18,417,000 | +5.7% | 336,995 | +4.3% | 0.27% | -2.2% |
| Q2 2020 | $17,424,000 | +15.1% | 323,078 | +10.4% | 0.28% | -3.2% |
| Q1 2020 | $15,142,000 | +3.6% | 292,606 | +3.6% | 0.28% | +29.1% |
| Q4 2019 | $14,620,000 | +10.9% | 282,559 | +10.8% | 0.22% | +3.3% |
| Q3 2019 | $13,188,000 | +55.9% | 255,087 | +53.9% | 0.21% | +56.6% |
| Q2 2019 | $8,459,000 | +309.4% | 165,703 | +300.7% | 0.14% | +300.0% |
| Q1 2019 | $2,066,000 | – | 41,355 | – | 0.03% | – |
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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% |