FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 212 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $351,703 | +3.2% | 8,074 | +7.6% | 0.12% | +7.3% |
| Q2 2023 | $340,832 | -28.1% | 7,504 | -27.1% | 0.11% | -37.0% |
| Q1 2023 | $473,754 | -14.7% | 10,299 | -16.5% | 0.17% | -22.1% |
| Q4 2022 | $555,547 | +47.4% | 12,340 | +45.4% | 0.22% | +43.2% |
| Q3 2022 | $377,000 | +26.9% | 8,487 | +32.8% | 0.16% | +31.4% |
| Q2 2022 | $297,000 | -51.4% | 6,390 | -48.0% | 0.12% | -42.7% |
| Q1 2022 | $611,000 | +2.9% | 12,280 | +9.6% | 0.21% | +5.6% |
| Q4 2021 | $594,000 | – | 11,200 | – | 0.20% | – |
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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% |