FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 461 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2024. The put-call ratio across all filers is 1.74 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,563,137 | +4.4% | 390,900 | +5.3% | 6.14% | +5.9% |
| Q1 2024 | $16,820,215 | +6.2% | 371,226 | +7.9% | 5.79% | -0.5% |
| Q4 2023 | $15,843,794 | +25.9% | 344,132 | +19.1% | 5.82% | +13.8% |
| Q3 2023 | $12,581,656 | -6.0% | 288,836 | -2.0% | 5.12% | +3.3% |
| Q2 2023 | $13,388,237 | +0.1% | 294,831 | +1.4% | 4.95% | -4.0% |
| Q1 2023 | $13,379,790 | +8.2% | 290,865 | +5.9% | 5.16% | -0.7% |
| Q4 2022 | $12,369,746 | +4.8% | 274,762 | +3.4% | 5.19% | -0.9% |
| Q3 2022 | $11,803,000 | +92.6% | 265,658 | +101.6% | 5.24% | +68.5% |
| Q2 2022 | $6,129,000 | -12.3% | 131,754 | -6.1% | 3.11% | -7.6% |
| Q1 2022 | $6,987,000 | -16.1% | 140,382 | -10.6% | 3.36% | -12.1% |
| Q4 2021 | $8,326,000 | +35.8% | 157,038 | +19.2% | 3.83% | +23.1% |
| Q2 2021 | $6,129,000 | – | 131,754 | – | 3.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LVZ, Inc. | 447,820 | $22,454,000 | 7.78% |
| WealthTrust-Arizona, LLC | 160,609 | $8,053,000 | 4.15% |
| Summit X, LLC | 40,852 | $2,043,000 | 1.46% |
| Brinker Capital Investments, LLC | 498,661 | $25,003,000 | 0.95% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 76,738 | $3,847,000 | 0.55% |
| Arete Wealth Advisors, LLC | 17,979 | $901,000 | 0.41% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 684,214 | $34,327,000 | 0.40% |
| JOYN Advisors, Inc. | 17,081 | $856,000 | 0.25% |
| RWA WEALTH PARTNERS, LLC | 36,922 | $1,851,000 | 0.23% |
| Traynor Capital Management, Inc. | 8,846 | $443,000 | 0.22% |