FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 201 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,139,838 | +46.5% | 95,366 | +51.2% | 3.99% | +41.6% |
Q2 2023 | $2,825,312 | +37.0% | 63,065 | +40.9% | 2.82% | +26.1% |
Q1 2023 | $2,062,185 | +350.6% | 44,762 | +349.6% | 2.24% | +283.7% |
Q4 2022 | $457,677 | -15.6% | 9,956 | -17.7% | 0.58% | -23.9% |
Q3 2022 | $542,000 | -4.2% | 12,094 | +2.2% | 0.77% | +2.8% |
Q2 2022 | $566,000 | -41.2% | 11,838 | -38.9% | 0.74% | -39.6% |
Q1 2022 | $963,000 | -3.0% | 19,385 | +2.4% | 1.23% | -6.2% |
Q4 2021 | $993,000 | +7.1% | 18,935 | +8.8% | 1.32% | -7.4% |
Q3 2021 | $927,000 | +1.9% | 17,410 | +2.0% | 1.42% | -1.5% |
Q2 2021 | $910,000 | +15.2% | 17,070 | +13.6% | 1.44% | +2.1% |
Q1 2021 | $790,000 | +21.2% | 15,033 | +25.0% | 1.41% | +10.7% |
Q4 2020 | $652,000 | +11.5% | 12,026 | +12.4% | 1.28% | -15.4% |
Q3 2020 | $585,000 | +38.0% | 10,703 | +36.1% | 1.51% | +10.2% |
Q2 2020 | $424,000 | – | 7,863 | – | 1.37% | – |
Download |
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% |