FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 212 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,899,010 | +5.9% | 227,250 | +10.4% | 1.78% | +11.8% |
| Q2 2023 | $9,345,574 | +9.6% | 205,759 | +11.0% | 1.59% | +4.1% |
| Q1 2023 | $8,527,848 | +9.8% | 185,388 | +7.5% | 1.53% | +1.5% |
| Q4 2022 | $7,767,166 | +2.5% | 172,527 | +1.1% | 1.50% | -8.9% |
| Q3 2022 | $7,579,000 | +2.5% | 170,584 | +7.3% | 1.65% | +7.5% |
| Q2 2022 | $7,394,000 | +16.0% | 158,907 | +24.1% | 1.54% | +34.8% |
| Q1 2022 | $6,372,000 | -0.5% | 128,019 | +6.0% | 1.14% | +0.9% |
| Q4 2021 | $6,401,000 | +8.7% | 120,730 | +8.8% | 1.13% | -0.4% |
| Q3 2021 | $5,888,000 | +56.4% | 110,985 | +57.2% | 1.13% | +53.7% |
| Q2 2021 | $3,765,000 | +78.6% | 70,600 | +75.6% | 0.74% | +62.2% |
| Q1 2021 | $2,108,000 | – | 40,215 | – | 0.46% | – |
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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% |