FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 221 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,275,463 | +1.8% | 51,203 | +5.5% | 0.83% | -2.9% |
| Q4 2023 | $2,234,183 | +36.2% | 48,527 | +28.9% | 0.85% | +20.2% |
| Q3 2023 | $1,640,339 | +2.6% | 37,657 | +6.9% | 0.71% | +3.4% |
| Q2 2023 | $1,599,420 | +31.6% | 35,214 | +33.3% | 0.68% | +14.4% |
| Q1 2023 | $1,215,136 | +21.2% | 26,416 | +18.7% | 0.60% | +7.0% |
| Q4 2022 | $1,002,235 | +45.5% | 22,262 | +43.5% | 0.56% | +23.3% |
| Q3 2022 | $689,000 | +2.4% | 15,511 | +7.3% | 0.45% | +0.4% |
| Q2 2022 | $673,000 | +96.8% | 14,458 | +110.3% | 0.45% | +69.3% |
| Q1 2022 | $342,000 | – | 6,876 | – | 0.27% | – |
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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% |