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 | $29,247,648 | +17.6% | 671,434 | +22.6% | 0.02% | +25.0% |
| Q2 2023 | $24,869,086 | +3.3% | 547,536 | +4.7% | 0.02% | -4.8% |
| Q1 2023 | $24,066,900 | +234.2% | 523,193 | +227.1% | 0.02% | +200.0% |
| Q4 2022 | $7,201,759 | -5.1% | 159,968 | -6.3% | 0.01% | -12.5% |
| Q3 2022 | $7,586,000 | -3.6% | 170,747 | +0.9% | 0.01% | 0.0% |
| Q2 2022 | $7,871,000 | -3.8% | 169,161 | +2.9% | 0.01% | +14.3% |
| Q1 2022 | $8,181,000 | +18.1% | 164,379 | +25.8% | 0.01% | +16.7% |
| Q4 2021 | $6,926,000 | +41.4% | 130,628 | +41.7% | 0.01% | +50.0% |
| Q3 2021 | $4,898,000 | +156.4% | 92,195 | +157.4% | 0.00% | +100.0% |
| Q2 2021 | $1,910,000 | +8.6% | 35,814 | +6.8% | 0.00% | 0.0% |
| Q1 2021 | $1,758,000 | +14.5% | 33,534 | +18.5% | 0.00% | 0.0% |
| Q4 2020 | $1,535,000 | +5.5% | 28,297 | +6.3% | 0.00% | 0.0% |
| Q3 2020 | $1,455,000 | +20.0% | 26,620 | +18.4% | 0.00% | 0.0% |
| Q2 2020 | $1,213,000 | +21.8% | 22,489 | +16.8% | 0.00% | 0.0% |
| Q1 2020 | $996,000 | +11.2% | 19,253 | +11.2% | 0.00% | +100.0% |
| Q4 2019 | $896,000 | +1.9% | 17,312 | +1.8% | 0.00% | 0.0% |
| Q3 2019 | $879,000 | -1.1% | 17,006 | -2.3% | 0.00% | 0.0% |
| Q2 2019 | $889,000 | +16.5% | 17,412 | +14.1% | 0.00% | 0.0% |
| Q1 2019 | $763,000 | +4.8% | 15,263 | +1.8% | 0.00% | 0.0% |
| Q4 2018 | $728,000 | -16.9% | 14,994 | -16.8% | 0.00% | 0.0% |
| Q3 2018 | $876,000 | +2.9% | 18,022 | +3.5% | 0.00% | 0.0% |
| Q2 2018 | $851,000 | +106.6% | 17,420 | +107.9% | 0.00% | 0.0% |
| Q1 2018 | $412,000 | +89.9% | 8,378 | +93.9% | 0.00% | – |
| Q4 2017 | $217,000 | – | 4,321 | – | 0.00% | – |
Download | ||||||
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% |