FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 120 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,763 | -0.5% | 86,387 | +3.8% | 0.33% | -1.2% |
| Q2 2023 | $3,782 | +757.6% | 83,256 | +768.0% | 0.33% | +845.7% |
| Q1 2023 | $441 | +3.8% | 9,592 | +1.7% | 0.04% | -12.5% |
| Q4 2022 | $425 | -99.9% | 9,430 | -2.7% | 0.04% | -4.8% |
| Q3 2022 | $431,000 | -5.5% | 9,696 | -1.1% | 0.04% | -6.7% |
| Q2 2022 | $456,000 | -2.8% | 9,802 | +4.1% | 0.04% | +21.6% |
| Q1 2022 | $469,000 | +40.8% | 9,420 | +50.2% | 0.04% | +48.0% |
| Q4 2021 | $333,000 | -1.2% | 6,273 | -1.1% | 0.02% | -10.7% |
| Q3 2021 | $337,000 | -24.4% | 6,340 | -24.1% | 0.03% | -26.3% |
| Q2 2021 | $446,000 | +23.9% | 8,357 | +21.5% | 0.04% | +5.6% |
| Q1 2021 | $360,000 | -64.0% | 6,878 | -62.9% | 0.04% | -75.7% |
| Q2 2020 | $999,000 | – | 18,518 | – | 0.15% | – |
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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% |