FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 126 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $698,000 | -67.5% | 15,000 | -65.2% | 0.18% | -61.3% |
| Q1 2022 | $2,147,000 | -39.4% | 43,140 | -35.4% | 0.46% | -32.3% |
| Q4 2021 | $3,543,000 | -1.5% | 66,815 | -1.3% | 0.68% | -12.2% |
| Q3 2021 | $3,598,000 | -19.9% | 67,715 | -19.5% | 0.78% | -20.8% |
| Q2 2021 | $4,490,000 | -18.2% | 84,090 | -19.7% | 0.98% | -29.9% |
| Q1 2021 | $5,486,000 | +1.2% | 104,680 | +4.7% | 1.40% | -13.5% |
| Q4 2020 | $5,422,000 | +19.7% | 99,950 | +20.5% | 1.62% | -5.2% |
| Q3 2020 | $4,531,000 | +30.1% | 82,915 | +28.4% | 1.71% | -1.8% |
| Q2 2020 | $3,483,000 | +23.8% | 64,590 | +18.8% | 1.74% | -13.7% |
| Q1 2020 | $2,814,000 | +4.3% | 54,370 | +5.1% | 2.02% | +63.9% |
| Q4 2019 | $2,699,000 | – | 51,730 | – | 1.23% | – |
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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% |