FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 459 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,916,200 | +2.5% | 153,933 | +3.4% | 0.53% | -2.6% |
| Q1 2024 | $6,744,228 | +3.9% | 148,846 | +5.5% | 0.55% | -2.2% |
| Q4 2023 | $6,492,935 | +14.7% | 141,028 | +8.5% | 0.56% | +4.3% |
| Q3 2023 | $5,662,838 | -1.3% | 130,002 | +2.9% | 0.54% | +4.5% |
| Q2 2023 | $5,735,922 | +12.9% | 126,286 | +14.3% | 0.51% | +2.6% |
| Q1 2023 | $5,080,737 | +1407.6% | 110,451 | +1356.2% | 0.50% | +1213.2% |
| Q3 2022 | $337,000 | +2.4% | 7,585 | +7.4% | 0.04% | +5.6% |
| Q2 2022 | $329,000 | – | 7,065 | – | 0.04% | – |
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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% |