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 | $646,497 | -21.3% | 14,841 | -17.9% | 0.01% | -18.8% |
| Q2 2023 | $821,393 | +22.0% | 18,085 | +23.5% | 0.02% | +14.3% |
| Q1 2023 | $673,403 | -37.2% | 14,639 | -38.6% | 0.01% | -41.7% |
| Q4 2022 | $1,072,785 | +20.9% | 23,829 | +19.4% | 0.02% | +9.1% |
| Q3 2022 | $887,000 | -4.8% | 19,951 | -0.4% | 0.02% | 0.0% |
| Q2 2022 | $932,000 | -15.7% | 20,040 | -9.8% | 0.02% | -4.3% |
| Q1 2022 | $1,106,000 | -83.5% | 22,205 | -82.5% | 0.02% | -83.1% |
| Q4 2021 | $6,722,000 | +11.7% | 126,774 | +11.9% | 0.14% | +3.0% |
| Q3 2021 | $6,019,000 | +386.2% | 113,279 | +388.0% | 0.13% | +388.9% |
| Q2 2021 | $1,238,000 | +328.4% | 23,212 | +320.5% | 0.03% | +285.7% |
| Q1 2021 | $289,000 | +6.2% | 5,520 | +10.1% | 0.01% | 0.0% |
| Q4 2020 | $272,000 | +14.3% | 5,012 | +15.1% | 0.01% | 0.0% |
| Q3 2020 | $238,000 | -59.9% | 4,355 | -63.3% | 0.01% | -72.0% |
| Q1 2019 | $593,000 | +129.0% | 11,871 | +122.4% | 0.02% | +108.3% |
| Q4 2018 | $259,000 | +19.4% | 5,337 | +19.3% | 0.01% | +71.4% |
| Q3 2018 | $217,000 | -0.9% | 4,472 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $219,000 | – | 4,472 | – | 0.01% | – |
Download | ||||||
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% |