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 | $10,396,949 | +392.6% | 238,681 | +413.7% | 0.12% | +383.3% |
| Q2 2023 | $2,110,528 | +52.2% | 46,467 | +54.2% | 0.02% | +41.2% |
| Q1 2023 | $1,386,599 | +98.4% | 30,143 | +94.1% | 0.02% | +88.9% |
| Q4 2022 | $699,025 | +11.1% | 15,527 | +9.6% | 0.01% | -10.0% |
| Q3 2022 | $629,000 | +6.6% | 14,163 | +11.7% | 0.01% | +11.1% |
| Q2 2022 | $590,000 | -7.5% | 12,685 | -0.6% | 0.01% | 0.0% |
| Q1 2022 | $638,000 | +19.5% | 12,757 | +26.7% | 0.01% | +12.5% |
| Q4 2021 | $534,000 | +40.5% | 10,069 | +40.1% | 0.01% | +33.3% |
| Q3 2021 | $380,000 | +22.6% | 7,187 | +25.0% | 0.01% | 0.0% |
| Q2 2021 | $310,000 | -12.9% | 5,751 | -13.2% | 0.01% | -25.0% |
| Q1 2021 | $356,000 | – | 6,626 | – | 0.01% | – |
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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% |