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 | $3,288,562 | -4.2% | 75,495 | -0.1% | 0.09% | +3.4% |
| Q2 2023 | $3,432,617 | -1.3% | 75,575 | -0.1% | 0.09% | -3.3% |
| Q1 2023 | $3,478,520 | +16.6% | 75,620 | +14.1% | 0.09% | +19.5% |
| Q4 2022 | $2,984,151 | +182.6% | 66,285 | +179.0% | 0.08% | +165.5% |
| Q3 2022 | $1,056,000 | -38.8% | 23,760 | -36.0% | 0.03% | -34.1% |
| Q2 2022 | $1,726,000 | -10.3% | 37,105 | -4.0% | 0.04% | +7.3% |
| Q1 2022 | $1,925,000 | +9.1% | 38,670 | +16.2% | 0.04% | +17.1% |
| Q4 2021 | $1,764,000 | -2.4% | 33,270 | -2.2% | 0.04% | -7.9% |
| Q3 2021 | $1,807,000 | +8.9% | 34,010 | +9.2% | 0.04% | +15.2% |
| Q2 2021 | $1,660,000 | +15.7% | 31,135 | +13.7% | 0.03% | +10.0% |
| Q1 2021 | $1,435,000 | +38.1% | 27,380 | +42.9% | 0.03% | +25.0% |
| Q4 2020 | $1,039,000 | +38.9% | 19,160 | +40.0% | 0.02% | +26.3% |
| Q3 2020 | $748,000 | +22.2% | 13,690 | +20.6% | 0.02% | +18.8% |
| Q2 2020 | $612,000 | -34.5% | 11,350 | -37.1% | 0.02% | -20.0% |
| Q4 2019 | $934,000 | – | 18,050 | – | 0.02% | – |
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% |