FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 172 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,142,486 | -0.7% | 462,408 | +3.6% | 2.35% | -1.6% |
| Q2 2023 | $20,277,028 | +90.9% | 446,434 | +93.3% | 2.39% | +71.6% |
| Q1 2023 | $10,623,221 | +4.4% | 230,940 | +2.2% | 1.39% | -7.4% |
| Q4 2022 | $10,172,564 | -1.2% | 225,957 | -2.5% | 1.50% | -10.7% |
| Q3 2022 | $10,297,000 | -2.8% | 231,757 | +1.8% | 1.68% | -3.3% |
| Q2 2022 | $10,591,000 | -29.6% | 227,611 | -24.7% | 1.74% | -24.1% |
| Q1 2022 | $15,050,000 | +20.6% | 302,398 | +28.4% | 2.29% | +21.7% |
| Q4 2021 | $12,483,000 | +5.0% | 235,434 | +5.2% | 1.88% | -4.4% |
| Q3 2021 | $11,889,000 | +69.5% | 223,769 | +70.1% | 1.97% | +61.6% |
| Q2 2021 | $7,016,000 | +6.2% | 131,559 | +4.4% | 1.22% | -5.7% |
| Q1 2021 | $6,604,000 | -7.4% | 126,005 | -4.2% | 1.29% | -15.3% |
| Q4 2020 | $7,133,000 | +5.9% | 131,476 | +6.7% | 1.52% | -8.4% |
| Q3 2020 | $6,736,000 | +673500.0% | 123,253 | +948000.0% | 1.66% | +166200.0% |
| Q3 2019 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,000 | -90.9% | 13 | -94.0% | 0.00% | -85.7% |
| Q1 2019 | $11,000 | -91.0% | 218 | -91.3% | 0.01% | -92.1% |
| Q4 2018 | $122,000 | +3.4% | 2,513 | +3.5% | 0.09% | +30.9% |
| Q3 2018 | $118,000 | +1.7% | 2,427 | +2.2% | 0.07% | 0.0% |
| Q2 2018 | $116,000 | -2.5% | 2,374 | -2.1% | 0.07% | -10.5% |
| Q1 2018 | $119,000 | -55.6% | 2,425 | -54.6% | 0.08% | -58.2% |
| Q4 2017 | $268,000 | +4.3% | 5,340 | +4.4% | 0.18% | +23.0% |
| Q3 2017 | $257,000 | -11.7% | 5,114 | -11.9% | 0.15% | -20.4% |
| Q2 2017 | $291,000 | +14.6% | 5,806 | +13.8% | 0.19% | +1.6% |
| Q1 2017 | $254,000 | +3.3% | 5,102 | +3.3% | 0.18% | -9.0% |
| Q4 2016 | $246,000 | – | 4,939 | – | 0.20% | – |
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% |