FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 414 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,662 | -56.0% | 37 | -54.9% | 0.00% | -66.7% |
| Q4 2023 | $3,775 | -99.9% | 82 | -99.9% | 0.00% | -100.0% |
| Q3 2023 | $7,066,311 | +91.4% | 162,368 | +99.7% | 6.09% | +97.5% |
| Q2 2023 | $3,692,447 | +1.8% | 81,300 | +3.1% | 3.08% | -3.2% |
| Q1 2023 | $3,627,378 | +6.6% | 78,856 | +4.3% | 3.18% | +1.9% |
| Q4 2022 | $3,403,700 | – | 75,608 | – | 3.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LVZ, Inc. | 447,820 | $22,454,000 | 7.78% |
| WealthTrust-Arizona, LLC | 160,609 | $8,053,000 | 4.15% |
| Summit X, LLC | 40,852 | $2,043,000 | 1.46% |
| Brinker Capital Investments, LLC | 498,661 | $25,003,000 | 0.95% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 76,738 | $3,847,000 | 0.55% |
| Arete Wealth Advisors, LLC | 17,979 | $901,000 | 0.41% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 684,214 | $34,327,000 | 0.40% |
| JOYN Advisors, Inc. | 17,081 | $856,000 | 0.25% |
| RWA WEALTH PARTNERS, LLC | 36,922 | $1,851,000 | 0.23% |
| Traynor Capital Management, Inc. | 8,846 | $443,000 | 0.22% |