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 | $548,636 | +111.4% | 12,595 | +120.4% | 0.00% | – |
| Q2 2023 | $259,578 | -15.4% | 5,715 | -7.5% | 0.00% | – |
| Q1 2022 | $307,000 | +18.5% | 6,176 | +26.4% | 0.00% | – |
| Q4 2021 | $259,000 | +5.3% | 4,886 | +5.6% | 0.00% | – |
| Q3 2021 | $246,000 | -13.4% | 4,626 | -13.1% | 0.00% | – |
| Q2 2021 | $284,000 | -10.7% | 5,326 | -12.1% | 0.00% | -100.0% |
| Q1 2021 | $318,000 | +7.1% | 6,059 | +10.5% | 0.00% | 0.0% |
| Q4 2020 | $297,000 | +19.3% | 5,482 | +20.2% | 0.00% | 0.0% |
| Q3 2020 | $249,000 | +1.6% | 4,561 | +0.5% | 0.00% | 0.0% |
| Q2 2020 | $245,000 | -8.2% | 4,539 | -12.1% | 0.00% | 0.0% |
| Q1 2020 | $267,000 | -7.3% | 5,164 | -7.8% | 0.00% | 0.0% |
| Q4 2019 | $288,000 | -60.3% | 5,598 | -60.2% | 0.00% | -50.0% |
| Q3 2019 | $726,000 | +176.0% | 14,048 | +172.3% | 0.00% | +100.0% |
| Q2 2019 | $263,000 | – | 5,159 | – | 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% |