FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 256 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,955,101 | -6.1% | 44,882 | -2.1% | 1.18% | -7.6% |
| Q2 2023 | $2,081,894 | -3.3% | 45,836 | -2.1% | 1.27% | -7.9% |
| Q1 2023 | $2,152,667 | +0.2% | 46,797 | -2.0% | 1.38% | -11.5% |
| Q4 2022 | $2,148,773 | -35.9% | 47,729 | -36.7% | 1.56% | -35.7% |
| Q3 2022 | $3,351,000 | -7.5% | 75,412 | -3.1% | 2.43% | +1.3% |
| Q2 2022 | $3,621,000 | -13.6% | 77,818 | -7.6% | 2.40% | +9.1% |
| Q1 2022 | $4,192,000 | – | 84,222 | – | 2.20% | – |
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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% |