FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 201 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,058,966 | +18.7% | 575,275 | +23.8% | 1.18% | +8.1% |
| Q2 2023 | $21,103,499 | +51.3% | 464,630 | +53.2% | 1.10% | +34.2% |
| Q1 2023 | $13,946,651 | +44.8% | 303,188 | +41.7% | 0.82% | +24.0% |
| Q4 2022 | $9,634,145 | +83.6% | 213,997 | +81.2% | 0.66% | +64.5% |
| Q3 2022 | $5,247,000 | +139.0% | 118,095 | +150.3% | 0.40% | +136.7% |
| Q2 2022 | $2,195,000 | +127.0% | 47,181 | +142.9% | 0.17% | +152.2% |
| Q1 2022 | $967,000 | -52.9% | 19,424 | -49.8% | 0.07% | -54.4% |
| Q4 2021 | $2,052,000 | -5.2% | 38,703 | -5.0% | 0.15% | -9.8% |
| Q3 2021 | $2,165,000 | +5.5% | 40,745 | +5.9% | 0.16% | 0.0% |
| Q2 2021 | $2,053,000 | +10.7% | 38,487 | +8.8% | 0.16% | -5.2% |
| Q1 2021 | $1,854,000 | +131.2% | 35,384 | +139.3% | 0.17% | +129.3% |
| Q4 2020 | $802,000 | +88.3% | 14,784 | +89.8% | 0.08% | +56.2% |
| Q3 2020 | $426,000 | – | 7,788 | – | 0.05% | – |
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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% |