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 | $560,749 | -11.8% | 12,873 | -8.1% | 0.08% | -14.3% |
Q2 2023 | $635,942 | +33.2% | 14,001 | +34.2% | 0.09% | +18.2% |
Q1 2023 | $477,419 | +2.0% | 10,433 | +0.4% | 0.08% | -15.4% |
Q4 2022 | $467,977 | -49.6% | 10,395 | -50.3% | 0.09% | -53.6% |
Q3 2022 | $929,000 | +65.0% | 20,915 | +72.8% | 0.20% | +64.7% |
Q2 2022 | $563,000 | +61.8% | 12,107 | +72.9% | 0.12% | +85.9% |
Q1 2022 | $348,000 | -0.9% | 7,004 | +2.2% | 0.06% | +12.3% |
Q4 2021 | $351,000 | -17.6% | 6,850 | -13.8% | 0.06% | -26.0% |
Q3 2021 | $426,000 | 0.0% | 7,946 | 0.0% | 0.08% | 0.0% |
Q2 2021 | $426,000 | -16.5% | 7,946 | -18.3% | 0.08% | -23.0% |
Q1 2021 | $510,000 | +5.8% | 9,728 | +9.5% | 0.10% | 0.0% |
Q4 2020 | $482,000 | +45.2% | 8,886 | +46.1% | 0.10% | +8.7% |
Q3 2020 | $332,000 | +23.9% | 6,081 | +22.4% | 0.09% | 0.0% |
Q2 2020 | $268,000 | – | 4,967 | – | 0.09% | – |
Download |
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% |