FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,396,949 | +392.6% | 238,681 | +413.7% | 0.12% | +383.3% |
| Q2 2023 | $2,110,528 | +52.2% | 46,467 | +54.2% | 0.02% | +41.2% |
| Q1 2023 | $1,386,599 | +98.4% | 30,143 | +94.1% | 0.02% | +88.9% |
| Q4 2022 | $699,025 | +11.1% | 15,527 | +9.6% | 0.01% | -10.0% |
| Q3 2022 | $629,000 | +6.6% | 14,163 | +11.7% | 0.01% | +11.1% |
| Q2 2022 | $590,000 | -7.5% | 12,685 | -0.6% | 0.01% | 0.0% |
| Q1 2022 | $638,000 | +19.5% | 12,757 | +26.7% | 0.01% | +12.5% |
| Q4 2021 | $534,000 | +40.5% | 10,069 | +40.1% | 0.01% | +33.3% |
| Q3 2021 | $380,000 | +22.6% | 7,187 | +25.0% | 0.01% | 0.0% |
| Q2 2021 | $310,000 | -12.9% | 5,751 | -13.2% | 0.01% | -25.0% |
| Q1 2021 | $356,000 | – | 6,626 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 383,055 | $20,310,000 | 7.25% |
| COUNTRY TRUST BANK | 4,295,003 | $227,721,000 | 6.18% |
| Braun-Bostich & Associates Inc. | 475,527 | $24,723,000 | 5.89% |
| CMH Wealth Management LLC | 362,345 | $19,212,000 | 5.79% |
| WEALTH MANAGEMENT RESOURCES, INC. | 152,712 | $8,097,000 | 5.21% |
| AFFINITY WEALTH MANAGEMENT LLC | 475,527 | $24,723,000 | 5.10% |
| Hofer & Associates. Inc | 103,430 | $5,484,000 | 4.97% |
| LVZ, Inc. | 607,539 | $32,212,000 | 4.31% |
| SENTINEL PENSION ADVISORS INC | 234,676 | $12,443,000 | 3.92% |
| BAKER BOYER NATIONAL BANK | 157,038 | $8,326,000 | 3.83% |