FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 147 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,813,300 | +4.2% | 133,455 | +8.7% | 3.25% | +6.6% |
| Q2 2023 | $5,577,712 | +30.8% | 122,803 | +32.4% | 3.05% | +15.1% |
| Q1 2023 | $4,265,718 | +118162.2% | 92,733 | +15.7% | 2.65% | +16.2% |
| Q4 2022 | $3,607 | -99.9% | 80,117 | +19.2% | 2.28% | +9.4% |
| Q3 2022 | $2,985,000 | -46.8% | 67,191 | -44.2% | 2.08% | -39.1% |
| Q2 2022 | $5,606,000 | -10.5% | 120,488 | -4.3% | 3.42% | -8.3% |
| Q1 2022 | $6,267,000 | +93.5% | 125,927 | +106.2% | 3.73% | +99.2% |
| Q4 2021 | $3,238,000 | -0.6% | 61,073 | -0.4% | 1.87% | -10.2% |
| Q3 2021 | $3,258,000 | +3.4% | 61,322 | +3.7% | 2.08% | +1.9% |
| Q2 2021 | $3,152,000 | +17.3% | 59,111 | +15.3% | 2.04% | +9.7% |
| Q1 2021 | $2,688,000 | +8.7% | 51,279 | +12.5% | 1.86% | -1.1% |
| Q4 2020 | $2,473,000 | +9.2% | 45,588 | +10.0% | 1.89% | -10.9% |
| Q3 2020 | $2,264,000 | +15.2% | 41,434 | +13.7% | 2.12% | +8.1% |
| Q2 2020 | $1,965,000 | +75.6% | 36,436 | +68.5% | 1.96% | +53.7% |
| Q1 2020 | $1,119,000 | -35.6% | 21,629 | -35.6% | 1.27% | -13.9% |
| Q4 2019 | $1,737,000 | – | 33,565 | – | 1.48% | – |
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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% |