FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 212 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $382,496 | -8.0% | 8,781 | -4.0% | 0.40% | +3.8% |
| Q2 2023 | $415,657 | -0.6% | 9,151 | +0.7% | 0.39% | -8.2% |
| Q1 2023 | $417,963 | +2.9% | 9,086 | +0.7% | 0.42% | -7.8% |
| Q4 2022 | $406,218 | -26.9% | 9,023 | -27.8% | 0.46% | -27.3% |
| Q3 2022 | $556,000 | -14.2% | 12,504 | -10.2% | 0.63% | -10.3% |
| Q2 2022 | $648,000 | -6.1% | 13,917 | +0.4% | 0.71% | +10.5% |
| Q1 2022 | $690,000 | – | 13,863 | – | 0.64% | – |
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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% |