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 | $567,021 | +29.7% | 13,017 | +35.3% | 0.05% | +35.1% |
| Q2 2023 | $437,031 | +48.7% | 9,622 | +50.6% | 0.04% | +37.0% |
| Q1 2023 | $293,940 | +27.7% | 6,390 | +25.0% | 0.03% | +17.4% |
| Q4 2022 | $230,187 | -1.2% | 5,113 | -2.7% | 0.02% | -4.2% |
| Q3 2022 | $233,000 | -5.7% | 5,253 | -0.9% | 0.02% | 0.0% |
| Q2 2022 | $247,000 | -6.1% | 5,303 | +0.4% | 0.02% | +14.3% |
| Q1 2022 | $263,000 | +4.0% | 5,281 | +10.5% | 0.02% | +5.0% |
| Q4 2021 | $253,000 | -7.3% | 4,781 | -6.8% | 0.02% | -13.0% |
| Q3 2021 | $273,000 | +19.2% | 5,131 | +19.5% | 0.02% | +15.0% |
| Q2 2021 | $229,000 | – | 4,295 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 403,175 | $20,062,000 | 7.22% |
| WestHill Financial Advisors, Inc. | 500,533 | $24,912,000 | 7.19% |
| COUNTRY TRUST BANK | 4,558,877 | $226,895,000 | 6.34% |
| CMH Wealth Management LLC | 354,390 | $17,638,000 | 5.42% |
| WEALTH MANAGEMENT RESOURCES, INC. | 155,691 | $7,749,000 | 5.35% |
| Hofer & Associates. Inc | 114,403 | $5,694,000 | 5.01% |
| AFFINITY WEALTH MANAGEMENT LLC | 475,816 | $23,191,000 | 4.70% |
| LVZ, Inc. | 624,920 | $31,102,000 | 4.33% |
| Financial Planners of Cleveland, Inc. | 201,990 | $10,053,000 | 4.22% |
| Great Point Wealth Advisors, LLC | 270,335 | $13,455,000 | 4.19% |