FIDELITY MERRIMACK STR TR's ticker is FLDR and the CUSIP is 316188408. A total of 55 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $269,597 | +5.9% | 5,442 | +6.5% | 0.02% | +4.2% |
Q2 2023 | $254,504 | -16.7% | 5,110 | -16.9% | 0.02% | -22.6% |
Q1 2023 | $305,379 | -9.0% | 6,152 | -9.3% | 0.03% | -20.5% |
Q4 2022 | $335,623 | -41.9% | 6,783 | -42.0% | 0.04% | -43.5% |
Q3 2022 | $578,000 | -19.0% | 11,701 | -18.8% | 0.07% | -21.6% |
Q2 2022 | $714,000 | -6.1% | 14,411 | -4.9% | 0.09% | 0.0% |
Q1 2022 | $760,000 | -12.7% | 15,156 | -11.8% | 0.09% | -20.0% |
Q4 2021 | $871,000 | -0.7% | 17,182 | -0.4% | 0.11% | -19.1% |
Q3 2021 | $877,000 | -26.6% | 17,248 | -26.7% | 0.14% | -27.3% |
Q2 2021 | $1,195,000 | +77.6% | 23,526 | +77.2% | 0.19% | +30.8% |
Q1 2021 | $673,000 | +33.5% | 13,278 | +34.5% | 0.14% | +12.6% |
Q4 2020 | $504,000 | +19.4% | 9,869 | +19.5% | 0.13% | -3.1% |
Q3 2020 | $422,000 | +53.5% | 8,261 | +52.6% | 0.13% | +35.1% |
Q2 2020 | $275,000 | +35.5% | 5,413 | +30.6% | 0.10% | -18.5% |
Q1 2020 | $203,000 | – | 4,144 | – | 0.12% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 87,349 | $4,458,000 | 1.17% |
Financial Partners Group, Inc | 60,756 | $3,098,000 | 0.93% |
Alhambra Investment Management LLC | 26,980 | $1,378,000 | 0.74% |
Arete Wealth Advisors, LLC | 43,209 | $2,205,000 | 0.31% |
Lineweaver Wealth Advisors, LLC | 7,412 | $378,000 | 0.15% |
Belpointe Asset Management LLC | 31,988 | $1,633,000 | 0.15% |
Strategic Blueprint, LLC | 9,869 | $504,000 | 0.13% |
KMG FIDUCIARY PARTNERS, LLC | 7,849 | $401,000 | 0.08% |
SHUFRO ROSE & CO LLC | 12,800 | $653,000 | 0.06% |
LINCOLN NATIONAL CORP | 10,988 | $561,000 | 0.02% |