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 | $33,462,920 | +37.7% | 768,202 | +43.6% | 0.00% | +50.0% |
| Q2 2023 | $24,300,036 | +43.5% | 535,007 | +45.3% | 0.00% | 0.0% |
| Q1 2023 | $16,938,304 | +8.7% | 368,224 | +6.4% | 0.00% | 0.0% |
| Q4 2022 | $15,576,290 | -11.5% | 345,986 | -12.7% | 0.00% | 0.0% |
| Q3 2022 | $17,601,000 | -41.2% | 396,140 | -38.4% | 0.00% | -50.0% |
| Q2 2022 | $29,944,000 | +31.7% | 643,532 | +40.9% | 0.00% | +33.3% |
| Q1 2022 | $22,730,000 | +46.4% | 456,706 | +56.0% | 0.00% | +50.0% |
| Q4 2021 | $15,522,000 | +5.2% | 292,755 | +5.4% | 0.00% | 0.0% |
| Q3 2021 | $14,757,000 | +15.0% | 277,760 | +15.4% | 0.00% | 0.0% |
| Q2 2021 | $12,831,000 | +42.2% | 240,591 | +39.8% | 0.00% | +100.0% |
| Q1 2021 | $9,023,000 | +94.9% | 172,146 | +101.8% | 0.00% | 0.0% |
| Q4 2020 | $4,629,000 | -6.9% | 85,316 | -6.3% | 0.00% | 0.0% |
| Q3 2020 | $4,973,000 | +104.1% | 91,005 | +101.4% | 0.00% | 0.0% |
| Q2 2020 | $2,436,000 | +13.4% | 45,187 | +8.9% | 0.00% | 0.0% |
| Q1 2020 | $2,148,000 | -7.9% | 41,503 | -8.0% | 0.00% | 0.0% |
| Q4 2019 | $2,333,000 | +51.2% | 45,091 | +51.1% | 0.00% | – |
| Q3 2019 | $1,543,000 | +75.5% | 29,840 | +73.3% | 0.00% | – |
| Q2 2019 | $879,000 | +18.0% | 17,220 | +15.5% | 0.00% | – |
| Q1 2019 | $745,000 | +2.5% | 14,906 | -0.5% | 0.00% | – |
| Q4 2018 | $727,000 | -6.0% | 14,988 | -5.8% | 0.00% | – |
| Q3 2018 | $773,000 | -76.3% | 15,904 | -76.2% | 0.00% | -100.0% |
| Q2 2018 | $3,265,000 | +531.5% | 66,811 | +534.8% | 0.00% | – |
| Q1 2018 | $517,000 | -8.7% | 10,525 | -6.6% | 0.00% | – |
| Q4 2017 | $566,000 | +23.6% | 11,270 | +23.7% | 0.00% | – |
| Q3 2017 | $458,000 | +18.0% | 9,113 | +18.0% | 0.00% | – |
| Q2 2017 | $388,000 | -67.9% | 7,723 | -68.2% | 0.00% | – |
| Q1 2017 | $1,208,000 | -12.1% | 24,254 | -12.1% | 0.00% | – |
| Q4 2016 | $1,374,000 | +98.6% | 27,584 | +103.5% | 0.00% | – |
| Q3 2016 | $692,000 | +3.9% | 13,552 | +2.4% | 0.00% | – |
| Q2 2016 | $666,000 | +22100.0% | 13,239 | +21965.0% | 0.00% | – |
| Q3 2015 | $3,000 | -85.7% | 60 | -85.7% | 0.00% | – |
| Q2 2015 | $21,000 | -43.2% | 420 | -41.7% | 0.00% | – |
| Q1 2015 | $37,000 | -99.6% | 720 | -99.6% | 0.00% | -100.0% |
| Q4 2014 | $8,448,000 | – | 168,856 | – | 0.00% | – |
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% |