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 | $3,763 | -0.5% | 86,387 | +3.8% | 0.33% | -1.2% |
| Q2 2023 | $3,782 | +757.6% | 83,256 | +768.0% | 0.33% | +845.7% |
| Q1 2023 | $441 | +3.8% | 9,592 | +1.7% | 0.04% | -12.5% |
| Q4 2022 | $425 | -99.9% | 9,430 | -2.7% | 0.04% | -4.8% |
| Q3 2022 | $431,000 | -5.5% | 9,696 | -1.1% | 0.04% | -6.7% |
| Q2 2022 | $456,000 | -2.8% | 9,802 | +4.1% | 0.04% | +21.6% |
| Q1 2022 | $469,000 | +40.8% | 9,420 | +50.2% | 0.04% | +48.0% |
| Q4 2021 | $333,000 | -1.2% | 6,273 | -1.1% | 0.02% | -10.7% |
| Q3 2021 | $337,000 | -24.4% | 6,340 | -24.1% | 0.03% | -26.3% |
| Q2 2021 | $446,000 | +23.9% | 8,357 | +21.5% | 0.04% | +5.6% |
| Q1 2021 | $360,000 | -64.0% | 6,878 | -62.9% | 0.04% | -75.7% |
| Q2 2020 | $999,000 | – | 18,518 | – | 0.15% | – |
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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% |