FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 459 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $403 | +2.0% | 8,885 | +3.5% | 0.00% | 0.0% |
| Q4 2023 | $395 | +5.6% | 8,583 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $374 | -4.1% | 8,583 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $390 | -12.6% | 8,583 | -11.5% | 0.00% | -50.0% |
| Q1 2023 | $446 | +11.5% | 9,698 | +9.1% | 0.00% | +100.0% |
| Q4 2022 | $400 | -99.9% | 8,886 | -9.7% | 0.00% | -50.0% |
| Q3 2022 | $437,000 | -4.6% | 9,836 | -0.1% | 0.00% | 0.0% |
| Q2 2022 | $458,000 | -7.3% | 9,844 | -0.8% | 0.00% | 0.0% |
| Q1 2022 | $494,000 | -8.5% | 9,922 | -2.6% | 0.00% | 0.0% |
| Q4 2021 | $540,000 | +29.2% | 10,184 | +29.6% | 0.00% | +100.0% |
| Q3 2021 | $418,000 | -17.4% | 7,860 | -17.1% | 0.00% | 0.0% |
| Q2 2021 | $506,000 | – | 9,484 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LVZ, Inc. | 447,820 | $22,454,000 | 7.78% |
| WealthTrust-Arizona, LLC | 160,609 | $8,053,000 | 4.15% |
| Summit X, LLC | 40,852 | $2,043,000 | 1.46% |
| Brinker Capital Investments, LLC | 498,661 | $25,003,000 | 0.95% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 76,738 | $3,847,000 | 0.55% |
| Arete Wealth Advisors, LLC | 17,979 | $901,000 | 0.41% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 684,214 | $34,327,000 | 0.40% |
| JOYN Advisors, Inc. | 17,081 | $856,000 | 0.25% |
| RWA WEALTH PARTNERS, LLC | 36,922 | $1,851,000 | 0.23% |
| Traynor Capital Management, Inc. | 8,846 | $443,000 | 0.22% |