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 | $3,634,298 | -1.0% | 83,432 | +3.2% | 1.96% | +4.0% |
| Q2 2023 | $3,672,025 | +115.4% | 80,846 | +118.2% | 1.88% | +90.3% |
| Q1 2023 | $1,704,438 | +4.1% | 37,053 | +1.9% | 0.99% | -1.3% |
| Q4 2022 | $1,636,972 | -1.4% | 36,361 | -2.7% | 1.00% | -10.1% |
| Q3 2022 | $1,660,000 | -3.8% | 37,357 | +0.7% | 1.12% | +0.2% |
| Q2 2022 | $1,726,000 | -6.1% | 37,091 | +0.4% | 1.11% | +16.1% |
| Q1 2022 | $1,838,000 | -3.1% | 36,931 | +3.3% | 0.96% | +5.2% |
| Q4 2021 | $1,896,000 | +0.3% | 35,754 | +0.5% | 0.91% | -10.1% |
| Q3 2021 | $1,890,000 | – | 35,575 | – | 1.02% | – |
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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% |