FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 201 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,897,805 | -3.4% | 112,438 | +0.7% | 5.02% | +3.2% |
| Q2 2023 | $5,069,301 | +12.2% | 111,609 | +11.2% | 4.87% | +7.6% |
| Q1 2023 | $4,519,890 | -0.9% | 100,397 | -0.9% | 4.52% | -0.5% |
| Q4 2022 | $4,558,922 | -8.3% | 101,264 | -9.5% | 4.54% | -15.0% |
| Q3 2022 | $4,971,000 | -4.1% | 111,885 | +0.4% | 5.34% | -1.0% |
| Q2 2022 | $5,185,000 | -8.9% | 111,434 | -2.6% | 5.40% | +7.7% |
| Q1 2022 | $5,694,000 | +3.8% | 114,403 | +10.6% | 5.01% | +0.9% |
| Q4 2021 | $5,484,000 | – | 103,430 | – | 4.97% | – |
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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% |