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 | $17,514 | -4.5% | 402,064 | -0.4% | 0.07% | -8.2% |
| Q2 2023 | $18,340 | +4.0% | 403,780 | +5.3% | 0.07% | -8.8% |
| Q1 2023 | $17,642 | -7.4% | 383,525 | -9.3% | 0.08% | -15.8% |
| Q4 2022 | $19,042 | -99.8% | 422,957 | +51.6% | 0.10% | +28.4% |
| Q3 2022 | $12,396,000 | +1438.0% | 279,008 | +1510.4% | 0.07% | +1380.0% |
| Q2 2022 | $806,000 | -4.7% | 17,325 | +1.9% | 0.01% | 0.0% |
| Q1 2022 | $846,000 | -14.0% | 17,008 | -8.3% | 0.01% | -16.7% |
| Q4 2021 | $984,000 | -4.5% | 18,556 | -4.3% | 0.01% | -14.3% |
| Q3 2021 | $1,030,000 | +127.4% | 19,381 | +128.2% | 0.01% | +133.3% |
| Q2 2021 | $453,000 | +1.3% | 8,493 | -0.3% | 0.00% | -25.0% |
| Q1 2021 | $447,000 | – | 8,521 | – | 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% |