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 | $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, LLC | 383,055 | $20,310,000 | 7.25% |
| COUNTRY TRUST BANK | 4,295,003 | $227,721,000 | 6.18% |
| Braun-Bostich & Associates Inc. | 475,527 | $24,723,000 | 5.89% |
| CMH Wealth Management LLC | 362,345 | $19,212,000 | 5.79% |
| WEALTH MANAGEMENT RESOURCES, INC. | 152,712 | $8,097,000 | 5.21% |
| AFFINITY WEALTH MANAGEMENT LLC | 475,527 | $24,723,000 | 5.10% |
| Hofer & Associates. Inc | 103,430 | $5,484,000 | 4.97% |
| LVZ, Inc. | 607,539 | $32,212,000 | 4.31% |
| SENTINEL PENSION ADVISORS INC | 234,676 | $12,443,000 | 3.92% |
| BAKER BOYER NATIONAL BANK | 157,038 | $8,326,000 | 3.83% |