FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 64 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90,902,821 | +25281.3% | 2,086,842 | +26366.0% | 0.01% | – |
| Q2 2023 | $358,149 | +29845.6% | 7,885 | +30226.9% | 0.00% | – |
| Q1 2023 | $1,196 | +564.4% | 26 | +550.0% | 0.00% | – |
| Q4 2022 | $180 | – | 4 | -42.9% | 0.00% | – |
| Q3 2022 | $0 | – | 7 | +250.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 2 | -97.2% | 0.00% | – |
| Q1 2022 | $4,000 | -85.2% | 71 | -85.9% | 0.00% | – |
| Q4 2021 | $27,000 | – | 504 | +9980.0% | 0.00% | – |
| Q3 2021 | $0 | – | 5 | -16.7% | 0.00% | – |
| Q2 2021 | $0 | – | 6 | +50.0% | 0.00% | – |
| Q1 2021 | $0 | – | 4 | +100.0% | 0.00% | – |
| Q4 2020 | $0 | – | 2 | -33.3% | 0.00% | – |
| Q2 2020 | $0 | – | 3 | -25.0% | 0.00% | – |
| Q1 2020 | $0 | – | 4 | +300.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | -87.5% | 0.00% | – |
| Q2 2019 | $0 | – | 8 | +700.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q4 2018 | $0 | – | 2 | -60.0% | 0.00% | – |
| Q3 2018 | $0 | – | 5 | – | 0.00% | – |
Download | ||||||
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% |