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 | $1,015,640 | -13.7% | 23,236 | -10.0% | 0.03% | +3.8% |
| Q2 2023 | $1,177,129 | -3.4% | 25,813 | -2.2% | 0.03% | -18.8% |
| Q1 2023 | $1,218,473 | -6.4% | 26,398 | -8.4% | 0.03% | -11.1% |
| Q4 2022 | $1,301,235 | +22.5% | 28,806 | +20.5% | 0.04% | +12.5% |
| Q3 2022 | $1,062,000 | +58.5% | 23,897 | +66.2% | 0.03% | +14.3% |
| Q2 2022 | $670,000 | -13.7% | 14,378 | -7.8% | 0.03% | +12.0% |
| Q1 2022 | $776,000 | -86.4% | 15,590 | -85.5% | 0.02% | -84.8% |
| Q4 2021 | $5,691,000 | -1.4% | 107,325 | -1.2% | 0.16% | -10.9% |
| Q3 2021 | $5,774,000 | +4.5% | 108,661 | +4.9% | 0.18% | +2.8% |
| Q2 2021 | $5,524,000 | -24.4% | 103,567 | -25.7% | 0.18% | -30.9% |
| Q1 2021 | $7,310,000 | – | 139,465 | – | 0.26% | – |
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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% |