FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 201 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,339,584 | +11.3% | 145,537 | +16.0% | 0.13% | +13.8% |
| Q2 2023 | $5,696,622 | +13.7% | 125,421 | +15.1% | 0.12% | +7.4% |
| Q1 2023 | $5,012,103 | +7.2% | 108,959 | +5.0% | 0.11% | 0.0% |
| Q4 2022 | $4,673,377 | +219.7% | 103,807 | +215.4% | 0.11% | +272.4% |
| Q3 2022 | $1,462,000 | +17.6% | 32,912 | +23.2% | 0.03% | +20.8% |
| Q2 2022 | $1,243,000 | -8.5% | 26,706 | -2.2% | 0.02% | 0.0% |
| Q1 2022 | $1,359,000 | +378.5% | 27,301 | +410.5% | 0.02% | +380.0% |
| Q4 2021 | $284,000 | 0.0% | 5,348 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $284,000 | +41.3% | 5,348 | +41.9% | 0.01% | +25.0% |
| Q2 2021 | $201,000 | – | 3,768 | – | 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% |