FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 5 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,344,718 | +5.2% | 99,741 | +9.7% | 2.04% | +4.2% |
| Q2 2023 | $4,128,451 | +14.2% | 90,895 | +15.7% | 1.96% | +4.7% |
| Q1 2023 | $3,614,312 | +40.3% | 78,572 | +37.4% | 1.87% | +33.6% |
| Q4 2022 | $2,575,279 | +48.9% | 57,203 | +47.0% | 1.40% | +36.2% |
| Q3 2022 | $1,729,000 | +2.1% | 38,916 | +6.9% | 1.03% | +8.0% |
| Q2 2022 | $1,694,000 | +80.4% | 36,398 | +92.9% | 0.95% | +77.1% |
| Q1 2022 | $939,000 | – | 18,868 | – | 0.54% | – |
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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% |