FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,734 | -9.3% | 958,074 | -5.5% | 0.23% | -9.1% |
| Q2 2023 | $46,029 | +2.4% | 1,013,405 | +3.7% | 0.25% | -20.1% |
| Q1 2023 | $44,942 | +10.7% | 977,010 | +8.4% | 0.32% | +19.1% |
| Q4 2022 | $40,588 | -99.9% | 901,547 | +5.6% | 0.27% | -7.3% |
| Q3 2022 | $37,932,000 | -7.7% | 853,754 | -3.3% | 0.29% | -7.7% |
| Q2 2022 | $41,083,000 | -13.1% | 882,928 | -7.1% | 0.31% | -6.6% |
| Q1 2022 | $47,295,000 | +811.8% | 950,279 | +871.4% | 0.33% | +802.7% |
| Q4 2021 | $5,187,000 | +78.2% | 97,830 | +78.6% | 0.04% | +60.9% |
| Q3 2021 | $2,911,000 | -29.6% | 54,782 | -29.3% | 0.02% | -34.3% |
| Q2 2021 | $4,134,000 | +37.6% | 77,519 | +35.2% | 0.04% | +20.7% |
| Q1 2021 | $3,004,000 | +33.9% | 57,321 | +38.6% | 0.03% | +20.8% |
| Q4 2020 | $2,244,000 | +36.6% | 41,370 | +37.6% | 0.02% | +14.3% |
| Q3 2020 | $1,643,000 | +38.6% | 30,059 | +36.8% | 0.02% | +31.2% |
| Q2 2020 | $1,185,000 | +201.5% | 21,968 | +189.1% | 0.02% | +128.6% |
| Q1 2020 | $393,000 | -13.4% | 7,600 | -13.4% | 0.01% | +16.7% |
| Q4 2019 | $454,000 | -63.9% | 8,773 | -63.9% | 0.01% | -70.0% |
| Q3 2019 | $1,258,000 | +118.0% | 24,333 | +115.3% | 0.02% | +150.0% |
| Q2 2019 | $577,000 | +3.0% | 11,300 | +0.8% | 0.01% | -11.1% |
| Q1 2019 | $560,000 | +56.0% | 11,209 | +51.4% | 0.01% | +50.0% |
| Q4 2018 | $359,000 | +5.6% | 7,402 | +5.9% | 0.01% | 0.0% |
| Q3 2018 | $340,000 | +11.1% | 6,992 | +12.2% | 0.01% | 0.0% |
| Q1 2018 | $306,000 | -27.0% | 6,232 | -25.3% | 0.01% | -25.0% |
| Q4 2017 | $419,000 | -75.1% | 8,338 | -75.1% | 0.01% | -77.1% |
| Q3 2017 | $1,682,000 | -11.3% | 33,435 | -11.6% | 0.04% | -2.8% |
| Q2 2017 | $1,896,000 | – | 37,816 | – | 0.04% | – |
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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% |