FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 272 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,899,010 | +5.9% | 227,250 | +10.4% | 1.78% | +11.8% |
| Q2 2023 | $9,345,574 | +9.6% | 205,759 | +11.0% | 1.59% | +4.1% |
| Q1 2023 | $8,527,848 | +9.8% | 185,388 | +7.5% | 1.53% | +1.5% |
| Q4 2022 | $7,767,166 | +2.5% | 172,527 | +1.1% | 1.50% | -8.9% |
| Q3 2022 | $7,579,000 | +2.5% | 170,584 | +7.3% | 1.65% | +7.5% |
| Q2 2022 | $7,394,000 | +16.0% | 158,907 | +24.1% | 1.54% | +34.8% |
| Q1 2022 | $6,372,000 | -0.5% | 128,019 | +6.0% | 1.14% | +0.9% |
| Q4 2021 | $6,401,000 | +8.7% | 120,730 | +8.8% | 1.13% | -0.4% |
| Q3 2021 | $5,888,000 | +56.4% | 110,985 | +57.2% | 1.13% | +53.7% |
| Q2 2021 | $3,765,000 | +78.6% | 70,600 | +75.6% | 0.74% | +62.2% |
| Q1 2021 | $2,108,000 | – | 40,215 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 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% |