FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,581,656 | -6.0% | 288,836 | -2.0% | 5.12% | +3.3% |
| Q2 2023 | $13,388,237 | +0.1% | 294,831 | +1.4% | 4.95% | -4.0% |
| Q1 2023 | $13,379,790 | +8.2% | 290,865 | +5.9% | 5.16% | -0.7% |
| Q4 2022 | $12,369,746 | +4.8% | 274,762 | +3.4% | 5.19% | -0.9% |
| Q3 2022 | $11,803,000 | +92.6% | 265,658 | +101.6% | 5.24% | +68.5% |
| Q2 2022 | $6,129,000 | -12.3% | 131,754 | -6.1% | 3.11% | -7.6% |
| Q1 2022 | $6,987,000 | -16.1% | 140,382 | -10.6% | 3.36% | -12.1% |
| Q4 2021 | $8,326,000 | +35.8% | 157,038 | +19.2% | 3.83% | +23.1% |
| Q2 2021 | $6,129,000 | – | 131,754 | – | 3.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kerntke Otto McGlone Wealth Management Group | 392,827 | $20,949,000 | 8.36% |
| Shakespeare Wealth Management, LLC | 358,205 | $19,182,000 | 7.39% |
| CMH Wealth Management LLC | 356,340 | $19,004,000 | 6.35% |
| COUNTRY TRUST BANK | 3,508,535 | $187,110,000 | 5.55% |
| Insight Wealth Partners, LLC | 182,676 | $9,742,000 | 5.19% |
| LVZ, Inc. | 567,919 | $30,287,000 | 4.46% |
| SENTINEL PENSION ADVISORS INC | 200,016 | $10,667,000 | 3.74% |
| VICUS CAPITAL | 387,804 | $20,682,000 | 3.37% |
| RWA WEALTH PARTNERS, LLC | 815,695 | $43,501,000 | 3.25% |
| BAKER BOYER NATIONAL BANK | 131,754 | $6,129,000 | 3.11% |