FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,282,203 | -1.4% | 488,572 | +2.8% | 7.46% | +1.0% |
| Q2 2023 | $21,581,273 | +0.8% | 475,149 | +2.1% | 7.38% | -2.8% |
| Q1 2023 | $21,407,874 | +2.1% | 465,389 | -0.1% | 7.60% | -1.2% |
| Q4 2022 | $20,965,735 | +13.8% | 465,698 | +12.3% | 7.70% | -0.9% |
| Q3 2022 | $18,421,000 | -3.0% | 414,613 | +1.3% | 7.77% | +0.7% |
| Q2 2022 | $18,996,000 | -5.3% | 409,300 | +1.5% | 7.72% | +6.9% |
| Q1 2022 | $20,062,000 | -1.2% | 403,175 | +5.3% | 7.22% | -0.4% |
| Q4 2021 | $20,310,000 | +3.5% | 383,055 | +4.0% | 7.25% | -4.0% |
| Q3 2021 | $19,630,000 | +2.3% | 368,147 | +2.8% | 7.55% | +2.1% |
| Q2 2021 | $19,182,000 | +10.0% | 358,205 | +7.7% | 7.39% | +3.0% |
| Q1 2021 | $17,435,000 | +6.8% | 332,674 | +10.6% | 7.18% | +1.0% |
| Q4 2020 | $16,320,000 | +21.2% | 300,838 | +22.1% | 7.11% | +0.3% |
| Q3 2020 | $13,468,000 | +12.5% | 246,436 | +11.0% | 7.09% | +1.3% |
| Q2 2020 | $11,975,000 | +9.3% | 222,055 | +4.8% | 6.99% | -7.7% |
| Q1 2020 | $10,961,000 | -10.3% | 211,804 | -10.3% | 7.58% | +14.6% |
| Q4 2019 | $12,218,000 | +1.4% | 236,138 | +1.3% | 6.62% | -5.1% |
| Q3 2019 | $12,053,000 | +4.5% | 233,126 | +3.2% | 6.97% | -6.3% |
| Q2 2019 | $11,529,000 | +10.8% | 225,843 | +5.3% | 7.44% | -7.2% |
| Q4 2018 | $10,408,000 | – | 214,468 | – | 8.02% | – |
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% |