FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 256 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,032,731 | -4.1% | 436,931 | -0.0% | 7.23% | -8.7% |
| Q2 2023 | $19,854,763 | +5.3% | 437,137 | +6.7% | 7.92% | +0.5% |
| Q1 2023 | $18,853,606 | +10.0% | 409,861 | +7.7% | 7.88% | +11.5% |
| Q4 2022 | $17,139,474 | +7.3% | 380,708 | +5.9% | 7.07% | -1.7% |
| Q3 2022 | $15,976,000 | +3.1% | 359,586 | +8.0% | 7.19% | +6.2% |
| Q2 2022 | $15,491,000 | – | 332,919 | – | 6.77% | – |
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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% |