FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,043 | +7.8% | 1,011 | +13.2% | 0.03% | +3.8% |
| Q1 2023 | $40,853 | -0.4% | 893 | +2.3% | 0.03% | -10.3% |
| Q2 2022 | $41,000 | -4.7% | 873 | +0.2% | 0.03% | +3.6% |
| Q1 2022 | $43,000 | +19.4% | 871 | +28.5% | 0.03% | +27.3% |
| Q4 2021 | $36,000 | 0.0% | 678 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $36,000 | -50.0% | 678 | -50.0% | 0.02% | -11.1% |
| Q2 2021 | $72,000 | +100.0% | 1,356 | +100.0% | 0.03% | -6.9% |
| Q1 2021 | $36,000 | – | 678 | – | 0.03% | – |
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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% |