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 | $3,403,914 | +1.0% | 78,143 | +5.3% | 0.06% | +3.4% |
| Q2 2023 | $3,370,724 | +100971.2% | 74,212 | +2.4% | 0.06% | -15.9% |
| Q1 2023 | $3,335 | +1278.1% | 72,500 | +1249.3% | 0.07% | +885.7% |
| Q4 2022 | $242 | -99.9% | 5,373 | +9.9% | 0.01% | 0.0% |
| Q1 2022 | $243,000 | -19.8% | 4,888 | -14.4% | 0.01% | -22.2% |
| Q4 2021 | $303,000 | -30.0% | 5,712 | -29.8% | 0.01% | -35.7% |
| Q3 2021 | $433,000 | – | 8,140 | – | 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% |