FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 170 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,570,125 | -2.1% | 81,959 | +2.1% | 0.29% | -1.0% |
| Q2 2023 | $3,647,241 | +45.6% | 80,300 | +47.4% | 0.29% | +37.7% |
| Q1 2023 | $2,505,216 | +161631.2% | 54,461 | +58.2% | 0.21% | +48.3% |
| Q4 2022 | $1,549 | -99.9% | 34,416 | +9.5% | 0.14% | -1.4% |
| Q3 2022 | $1,396,000 | -18.0% | 31,418 | -14.1% | 0.14% | -5.2% |
| Q2 2022 | $1,702,000 | -48.7% | 36,580 | -45.2% | 0.15% | -42.7% |
| Q1 2022 | $3,320,000 | +14.5% | 66,713 | +22.0% | 0.27% | +12.2% |
| Q4 2021 | $2,900,000 | +2.3% | 54,705 | +2.5% | 0.24% | -18.5% |
| Q3 2021 | $2,835,000 | +1.8% | 53,365 | +2.2% | 0.29% | +4.3% |
| Q2 2021 | $2,784,000 | – | 52,208 | – | 0.28% | – |
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% |