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 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 ↓ |
|---|---|---|---|
| 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% |