FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 318 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 ↓ |
|---|---|---|---|
| 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% |