FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 272 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,953,779 | -12.2% | 90,457 | -8.4% | 2.38% | -9.7% |
| Q2 2023 | $4,503,399 | -38.2% | 98,752 | -37.4% | 2.63% | -35.1% |
| Q1 2023 | $7,285,306 | +2.0% | 157,834 | -0.3% | 4.05% | -2.2% |
| Q4 2022 | $7,139,461 | +956.1% | 158,230 | +943.3% | 4.14% | +835.4% |
| Q3 2022 | $676,000 | +19.6% | 15,167 | +25.1% | 0.44% | +29.2% |
| Q2 2022 | $565,000 | -6.3% | 12,122 | +0.3% | 0.34% | -2.3% |
| Q1 2022 | $603,000 | +83.8% | 12,085 | +95.9% | 0.35% | +88.7% |
| Q4 2021 | $328,000 | 0.0% | 6,170 | 0.0% | 0.19% | -8.4% |
| Q3 2021 | $328,000 | -0.6% | 6,170 | 0.0% | 0.20% | 0.0% |
| Q2 2021 | $330,000 | +1.9% | 6,170 | 0.0% | 0.20% | -4.2% |
| Q1 2021 | $324,000 | -3.3% | 6,170 | 0.0% | 0.21% | -16.9% |
| Q4 2020 | $335,000 | -0.9% | 6,170 | 0.0% | 0.26% | -12.1% |
| Q3 2020 | $338,000 | +1.5% | 6,170 | 0.0% | 0.29% | -9.9% |
| Q2 2020 | $333,000 | +4.1% | 6,170 | 0.0% | 0.32% | -17.0% |
| Q1 2020 | $320,000 | 0.0% | 6,170 | 0.0% | 0.39% | +16.2% |
| Q4 2019 | $320,000 | – | 6,170 | – | 0.33% | – |
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% |