FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 172 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,839,338 | +30.2% | 386,580 | +35.7% | 0.02% | +29.4% |
| Q2 2023 | $12,935,006 | +66.8% | 284,787 | +68.9% | 0.02% | +54.5% |
| Q1 2023 | $7,755,555 | +113.8% | 168,599 | +109.2% | 0.01% | +120.0% |
| Q4 2022 | $3,627,488 | +4022.1% | 80,575 | +3947.0% | 0.01% | – |
| Q3 2022 | $88,000 | -3.3% | 1,991 | +1.3% | 0.00% | – |
| Q2 2022 | $91,000 | +2175.0% | 1,965 | +2239.3% | 0.00% | – |
| Q4 2021 | $4,000 | -55.6% | 84 | -52.3% | 0.00% | – |
| Q2 2021 | $9,000 | 0.0% | 176 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | +80.0% | 176 | +81.4% | 0.00% | – |
| Q1 2017 | $5,000 | – | 97 | – | 0.00% | – |
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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% |