FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 170 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $286,328 | -15.3% | 6,304 | -14.2% | 0.13% | -18.6% |
| Q1 2023 | $338,054 | +65.5% | 7,349 | +61.9% | 0.16% | +51.9% |
| Q4 2022 | $204,301 | -15.2% | 4,538 | -16.4% | 0.11% | -24.8% |
| Q3 2022 | $241,000 | -87.3% | 5,426 | -86.7% | 0.14% | -86.8% |
| Q2 2022 | $1,905,000 | -13.0% | 40,937 | -6.9% | 1.07% | -8.7% |
| Q1 2022 | $2,189,000 | -32.9% | 43,975 | -28.5% | 1.17% | -33.2% |
| Q4 2021 | $3,260,000 | -6.4% | 61,494 | -6.2% | 1.76% | -12.0% |
| Q3 2021 | $3,482,000 | +28.4% | 65,528 | +28.9% | 2.00% | +21.1% |
| Q2 2021 | $2,712,000 | +4.0% | 50,845 | +2.2% | 1.65% | -1.8% |
| Q1 2021 | $2,608,000 | +81.2% | 49,763 | +87.6% | 1.68% | +90.5% |
| Q4 2020 | $1,439,000 | -42.8% | 26,528 | -42.4% | 0.88% | -48.9% |
| Q3 2020 | $2,516,000 | +1.7% | 46,040 | +0.3% | 1.72% | -8.9% |
| Q2 2020 | $2,474,000 | – | 45,885 | – | 1.89% | – |
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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% |