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 | $5,234 | -99.0% | 120 | -98.9% | 0.00% | – |
| Q2 2023 | $502,328 | -21.6% | 11,060 | -20.6% | 0.00% | – |
| Q1 2023 | $640,713 | +73.3% | 13,928 | +69.6% | 0.00% | – |
| Q4 2022 | $369,614 | +52.7% | 8,210 | +50.6% | 0.00% | – |
| Q3 2022 | $242,000 | +26.7% | 5,450 | +32.7% | 0.00% | – |
| Q2 2022 | $191,000 | +31.7% | 4,107 | +40.7% | 0.00% | – |
| Q1 2022 | $145,000 | +590.5% | 2,918 | +617.0% | 0.00% | – |
| Q4 2021 | $21,000 | +200.0% | 407 | +228.2% | 0.00% | – |
| Q3 2021 | $7,000 | -94.8% | 124 | -95.1% | 0.00% | – |
| Q2 2021 | $135,000 | +51.7% | 2,533 | +49.2% | 0.00% | – |
| Q1 2021 | $89,000 | -3.3% | 1,698 | +0.1% | 0.00% | – |
| Q4 2020 | $92,000 | -1.1% | 1,697 | -0.1% | 0.00% | – |
| Q3 2020 | $93,000 | +1.1% | 1,698 | 0.0% | 0.00% | – |
| Q2 2020 | $92,000 | -22.7% | 1,698 | -25.8% | 0.00% | – |
| Q1 2020 | $119,000 | – | 2,289 | +228800.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 1 | -99.9% | 0.00% | – |
| Q3 2019 | $45,000 | 0.0% | 867 | -0.8% | 0.00% | – |
| Q2 2019 | $45,000 | +2.3% | 874 | 0.0% | 0.00% | – |
| Q1 2019 | $44,000 | +4.8% | 874 | 0.0% | 0.00% | – |
| Q4 2018 | $42,000 | -97.9% | 874 | -97.9% | 0.00% | -100.0% |
| Q3 2018 | $1,986,000 | +17954.5% | 40,855 | +18902.3% | 0.00% | – |
| Q2 2017 | $11,000 | +120.0% | 215 | +104.8% | 0.00% | – |
| Q3 2015 | $5,000 | – | 105 | – | 0.00% | – |
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% |