FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 162 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,149,693 | -3.1% | 72,307 | +1.1% | 0.12% | +0.8% |
| Q2 2023 | $3,249,983 | +4.4% | 71,554 | +5.7% | 0.12% | -3.2% |
| Q1 2023 | $3,112,866 | +73.5% | 67,671 | +69.8% | 0.12% | +61.0% |
| Q4 2022 | $1,794,002 | +355.3% | 39,849 | +349.1% | 0.08% | +305.3% |
| Q3 2022 | $394,000 | +34.5% | 8,874 | +41.0% | 0.02% | +46.2% |
| Q2 2022 | $293,000 | -33.7% | 6,294 | -29.2% | 0.01% | -18.8% |
| Q1 2022 | $442,000 | -10.2% | 8,886 | -4.3% | 0.02% | 0.0% |
| Q4 2021 | $492,000 | -14.4% | 9,281 | -14.3% | 0.02% | -27.3% |
| Q3 2021 | $575,000 | +47.1% | 10,829 | +47.6% | 0.02% | +46.7% |
| Q2 2021 | $391,000 | +29.0% | 7,338 | +27.0% | 0.02% | +15.4% |
| Q1 2021 | $303,000 | – | 5,777 | – | 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% |