FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 39 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,839,338 | +30.2% | 386,580 | +35.7% | 0.02% | +29.4% |
| Q2 2023 | $12,935,006 | +66.8% | 284,787 | +68.9% | 0.02% | +54.5% |
| Q1 2023 | $7,755,555 | +113.8% | 168,599 | +109.2% | 0.01% | +120.0% |
| Q4 2022 | $3,627,488 | +4022.1% | 80,575 | +3947.0% | 0.01% | – |
| Q3 2022 | $88,000 | -3.3% | 1,991 | +1.3% | 0.00% | – |
| Q2 2022 | $91,000 | +2175.0% | 1,965 | +2239.3% | 0.00% | – |
| Q4 2021 | $4,000 | -55.6% | 84 | -52.3% | 0.00% | – |
| Q2 2021 | $9,000 | 0.0% | 176 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | +80.0% | 176 | +81.4% | 0.00% | – |
| Q1 2017 | $5,000 | – | 97 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Epstein & White Financial LLC | 464,925 | $23,217,000 | 13.33% |
| CMH Wealth Management LLC | 328,520 | $16,413,000 | 9.94% |
| Cornerstone Wealth Group, LLC | 499,942 | $24,977,000 | 6.27% |
| LVZ, Inc. | 305,737 | $15,275,000 | 3.57% |
| Nikulski Financial, Inc. | 24,544 | $1,226,000 | 1.19% |
| VICUS CAPITAL | 133,015 | $6,781,000 | 1.07% |
| Brinker Capital Investments, LLC | 664,963 | $33,222,000 | 1.06% |
| Simplicity Solutions, LLC | 316,983 | $15,836,000 | 0.95% |
| AE Wealth Management LLC | 207,939 | $10,389,000 | 0.72% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,227,024 | $61,303,000 | 0.47% |