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 | $3,355,179 | -6.9% | 77,024 | -2.9% | 0.28% | -6.4% |
| Q2 2023 | $3,603,314 | -20.4% | 79,333 | -19.4% | 0.30% | -30.0% |
| Q1 2023 | $4,526,660 | +7.0% | 98,406 | +4.7% | 0.43% | -1.8% |
| Q4 2022 | $4,232,253 | -16.7% | 94,008 | -17.8% | 0.43% | -26.3% |
| Q3 2022 | $5,080,000 | -16.8% | 114,341 | -12.9% | 0.59% | -14.1% |
| Q2 2022 | $6,108,000 | -11.6% | 131,270 | -5.5% | 0.69% | +3.0% |
| Q1 2022 | $6,910,000 | +19.1% | 138,845 | +26.9% | 0.67% | +21.3% |
| Q4 2021 | $5,801,000 | +7337.2% | 109,419 | +7482.7% | 0.55% | +4890.9% |
| Q3 2020 | $78,000 | +1.3% | 1,443 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $77,000 | +4.1% | 1,438 | +0.3% | 0.01% | -26.7% |
| Q1 2020 | $74,000 | -9.8% | 1,433 | -9.1% | 0.02% | +7.1% |
| Q4 2019 | $82,000 | +192.9% | 1,577 | +185.7% | 0.01% | +180.0% |
| Q3 2019 | $28,000 | 0.0% | 552 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $28,000 | – | 552 | – | 0.01% | – |
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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% |