FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $681,860 | -12.5% | 15,600 | -8.7% | 0.05% | -10.2% |
| Q2 2023 | $778,899 | -0.2% | 17,080 | +1.1% | 0.06% | -1.7% |
| Q1 2023 | $780,070 | +7.0% | 16,900 | +4.7% | 0.06% | +1.7% |
| Q4 2022 | $729,121 | +26.6% | 16,141 | +24.9% | 0.06% | +7.3% |
| Q3 2022 | $576,000 | +11.6% | 12,925 | +16.9% | 0.06% | +25.0% |
| Q2 2022 | $516,000 | -4.3% | 11,060 | +2.3% | 0.04% | +10.0% |
| Q1 2022 | $539,000 | +2.7% | 10,813 | +9.3% | 0.04% | +33.3% |
| Q4 2021 | $525,000 | +23.2% | 9,893 | +23.5% | 0.03% | +15.4% |
| Q3 2021 | $426,000 | +395.3% | 8,008 | +394.9% | 0.03% | +420.0% |
| Q2 2021 | $86,000 | +1.2% | 1,618 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $85,000 | -3.4% | 1,618 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $88,000 | -11.1% | 1,618 | -10.2% | 0.01% | -22.2% |
| Q3 2020 | $99,000 | +147.5% | 1,802 | +142.9% | 0.01% | +125.0% |
| Q2 2020 | $40,000 | +5.3% | 742 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $38,000 | 0.0% | 742 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $38,000 | +5.6% | 742 | +7.2% | 0.00% | -55.6% |
| Q3 2019 | $36,000 | 0.0% | 692 | -1.4% | 0.01% | +125.0% |
| Q2 2019 | $36,000 | – | 702 | – | 0.00% | – |
| Q1 2019 | $0 | – | 0 | – | 0.00% | – |
| Q4 2018 | $0 | – | 0 | – | 0.00% | – |
| Q3 2018 | $0 | – | 0 | – | 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% |