FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 120 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,123,937 | +0.4% | 25,802 | +4.7% | 0.20% | -2.0% |
| Q2 2023 | $1,119,800 | -9.1% | 24,654 | -8.0% | 0.20% | -7.3% |
| Q1 2023 | $1,232,067 | +513.0% | 26,784 | +627.6% | 0.22% | +298.2% |
| Q3 2020 | $201,000 | -99.3% | 3,681 | -99.3% | 0.06% | -99.2% |
| Q2 2020 | $27,021,000 | -23.8% | 501,030 | -26.9% | 6.78% | -45.8% |
| Q1 2020 | $35,481,000 | -6.4% | 685,633 | -6.4% | 12.51% | +22.1% |
| Q4 2019 | $37,888,000 | +51.5% | 732,286 | +51.4% | 10.24% | +63.2% |
| Q3 2019 | $25,012,000 | -0.9% | 483,789 | -2.2% | 6.28% | -7.8% |
| Q2 2019 | $25,242,000 | +1.1% | 494,459 | -1.1% | 6.80% | +8.5% |
| Q1 2019 | $24,977,000 | – | 499,942 | – | 6.27% | – |
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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% |