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 | $166,605 | -11.1% | 3,742 | -9.0% | 0.00% | – |
| Q2 2023 | $187,304 | -1.2% | 4,112 | -1.0% | 0.00% | – |
| Q4 2022 | $189,571 | -52.5% | 4,153 | -52.3% | 0.00% | – |
| Q3 2022 | $399,000 | +47.2% | 8,707 | +53.3% | 0.00% | – |
| Q2 2022 | $271,000 | +3.0% | 5,681 | +7.4% | 0.00% | – |
| Q1 2022 | $263,000 | +27.1% | 5,289 | +35.7% | 0.00% | – |
| Q4 2021 | $207,000 | +7.8% | 3,899 | +8.0% | 0.00% | – |
| Q3 2021 | $192,000 | +2.1% | 3,610 | +2.4% | 0.00% | – |
| Q2 2021 | $188,000 | +1075.0% | 3,526 | +1083.2% | 0.00% | – |
| Q1 2021 | $16,000 | -5.9% | 298 | -6.3% | 0.00% | – |
| Q4 2020 | $17,000 | +41.7% | 318 | +42.0% | 0.00% | – |
| Q3 2020 | $12,000 | -50.0% | 224 | -48.4% | 0.00% | – |
| Q2 2020 | $24,000 | +9.1% | 434 | 0.0% | 0.00% | – |
| Q1 2020 | $22,000 | +1000.0% | 434 | +1176.5% | 0.00% | – |
| Q4 2019 | $2,000 | -85.7% | 34 | -87.7% | 0.00% | – |
| Q3 2019 | $14,000 | -39.1% | 276 | -38.1% | 0.00% | – |
| Q2 2019 | $23,000 | – | 446 | – | 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% |