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 | $591,931 | +19.6% | 13,589 | +24.7% | 0.07% | +23.2% |
| Q2 2023 | $495,122 | +9.0% | 10,901 | +10.4% | 0.06% | +16.7% |
| Q1 2023 | $454,347 | +100866.0% | 9,877 | -1.3% | 0.05% | 0.0% |
| Q4 2022 | $450 | -99.9% | 10,010 | -42.1% | 0.05% | -47.8% |
| Q3 2022 | $768,000 | -45.9% | 17,277 | -43.3% | 0.09% | -41.8% |
| Q2 2022 | $1,419,000 | -59.5% | 30,497 | -55.2% | 0.16% | -7.6% |
| Q1 2022 | $3,508,000 | +78.8% | 68,053 | +83.9% | 0.17% | -11.9% |
| Q4 2021 | $1,962,000 | -28.4% | 36,997 | -28.3% | 0.19% | -38.0% |
| Q3 2021 | $2,741,000 | +96.8% | 51,594 | +94.1% | 0.31% | +55.0% |
| Q2 2021 | $1,393,000 | 0.0% | 26,578 | 0.0% | 0.20% | -19.2% |
| Q1 2021 | $1,393,000 | +50.1% | 26,578 | +55.4% | 0.25% | +35.9% |
| Q4 2020 | $928,000 | – | 17,100 | – | 0.18% | – |
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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% |