FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 49 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,065 | +21.0% | 575,415 | +26.2% | 0.12% | +24.5% |
| Q2 2023 | $20,712 | +156.7% | 456,018 | +160.0% | 0.09% | +135.0% |
| Q1 2023 | $8,069 | +40.8% | 175,411 | +37.8% | 0.04% | +33.3% |
| Q4 2022 | $5,730 | -99.9% | 127,266 | +18.4% | 0.03% | +11.1% |
| Q3 2022 | $4,774,000 | -28.3% | 107,450 | -24.9% | 0.03% | -25.0% |
| Q2 2022 | $6,660,000 | -54.3% | 143,140 | -51.1% | 0.04% | -46.3% |
| Q1 2022 | $14,558,000 | +8.7% | 292,511 | +15.8% | 0.07% | +11.7% |
| Q4 2021 | $13,390,000 | +114.4% | 252,551 | +114.8% | 0.06% | +93.5% |
| Q3 2021 | $6,246,000 | +51.4% | 117,561 | +52.0% | 0.03% | +55.0% |
| Q2 2021 | $4,125,000 | -1.6% | 77,345 | -3.3% | 0.02% | -13.0% |
| Q1 2021 | $4,191,000 | +6.3% | 79,964 | +10.1% | 0.02% | 0.0% |
| Q4 2020 | $3,942,000 | -13.9% | 72,655 | -13.2% | 0.02% | -25.8% |
| Q3 2020 | $4,577,000 | +8.6% | 83,746 | +7.2% | 0.03% | -3.1% |
| Q2 2020 | $4,215,000 | +3.3% | 78,153 | -0.9% | 0.03% | -17.9% |
| Q1 2020 | $4,080,000 | -77.3% | 78,833 | -77.3% | 0.04% | -71.9% |
| Q4 2019 | $17,984,000 | +553.5% | 347,587 | +553.1% | 0.14% | +479.2% |
| Q3 2019 | $2,752,000 | +51.3% | 53,221 | +49.4% | 0.02% | +41.2% |
| Q2 2019 | $1,819,000 | +32.8% | 35,628 | +29.9% | 0.02% | +30.8% |
| Q1 2019 | $1,370,000 | -0.7% | 27,425 | -3.5% | 0.01% | -13.3% |
| Q4 2018 | $1,379,000 | -12.2% | 28,415 | -12.0% | 0.02% | 0.0% |
| Q3 2018 | $1,570,000 | +19.3% | 32,293 | +19.9% | 0.02% | +7.1% |
| Q2 2018 | $1,316,000 | +3.3% | 26,923 | +3.8% | 0.01% | 0.0% |
| Q1 2018 | $1,274,000 | +13.3% | 25,933 | +16.0% | 0.01% | +7.7% |
| Q4 2017 | $1,124,000 | +101.4% | 22,365 | +101.6% | 0.01% | +85.7% |
| Q3 2017 | $558,000 | +91.8% | 11,092 | +94.6% | 0.01% | +40.0% |
| Q3 2016 | $291,000 | +15.9% | 5,699 | +14.3% | 0.01% | 0.0% |
| Q2 2016 | $251,000 | – | 4,988 | – | 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% |