FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 221 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $165,774,108 | +2.3% | 3,689,608 | +3.1% | 5.40% | -2.1% |
| Q1 2024 | $162,124,970 | +41.7% | 3,578,128 | +44.0% | 5.52% | +23.7% |
| Q4 2023 | $114,400,982 | -14.7% | 2,484,817 | -19.3% | 4.46% | -25.7% |
| Q3 2023 | $134,189,998 | +11.2% | 3,080,578 | +15.9% | 6.00% | +11.9% |
| Q2 2023 | $120,692,514 | +12.7% | 2,657,255 | +14.1% | 5.36% | +2.3% |
| Q1 2023 | $107,109,144 | +6.5% | 2,328,460 | +7.5% | 5.24% | +3.3% |
| Q4 2022 | $100,588,672 | +10050.2% | 2,165,992 | +9488.3% | 5.08% | +8964.3% |
| Q3 2022 | $991,000 | -35.7% | 22,590 | -30.3% | 0.06% | -37.1% |
| Q2 2022 | $1,541,000 | – | 32,402 | – | 0.09% | – |
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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% |