FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 272 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,276,707 | +6.4% | 98,180 | +10.9% | 0.22% | +8.0% |
| Q2 2023 | $4,020,345 | +14.1% | 88,515 | +15.6% | 0.20% | +3.6% |
| Q1 2023 | $3,522,541 | +17.2% | 76,577 | +14.7% | 0.19% | +4.9% |
| Q4 2022 | $3,006,219 | +105.9% | 66,775 | +112.8% | 0.18% | +84.8% |
| Q3 2022 | $1,460,000 | 0.0% | 31,384 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $1,460,000 | -12.1% | 31,384 | +0.2% | 0.10% | 0.0% |
| Q4 2021 | $1,661,000 | -92.1% | 31,323 | -92.1% | 0.10% | -85.2% |
| Q3 2021 | $20,976,000 | +3.0% | 394,806 | +3.4% | 0.67% | +3.1% |
| Q2 2021 | $20,368,000 | +65.1% | 381,925 | +62.3% | 0.65% | +46.4% |
| Q1 2021 | $12,336,000 | – | 235,373 | – | 0.44% | – |
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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% |