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 2022 | $942,000 | -4.5% | 21,196 | +0.0% | 0.09% | +2.3% |
| Q2 2022 | $986,000 | -6.5% | 21,194 | -0.0% | 0.09% | +10.0% |
| Q1 2022 | $1,055,000 | +16.3% | 21,203 | +23.9% | 0.08% | +21.2% |
| Q4 2021 | $907,000 | -39.4% | 17,111 | -39.2% | 0.07% | -42.6% |
| Q3 2021 | $1,497,000 | +194.7% | 28,123 | +195.5% | 0.12% | +194.9% |
| Q2 2021 | $508,000 | -5.9% | 9,517 | -7.7% | 0.04% | -15.2% |
| Q1 2021 | $540,000 | +110.1% | 10,309 | +119.1% | 0.05% | +84.0% |
| Q3 2020 | $257,000 | -1.9% | 4,706 | -3.1% | 0.02% | -7.4% |
| Q2 2020 | $262,000 | – | 4,856 | – | 0.03% | – |
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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% |