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 | $5,362,921 | +86.6% | 118,074 | +89.0% | 0.12% | +101.8% |
| Q1 2023 | $2,873,574 | +29.4% | 62,469 | +30.9% | 0.06% | -8.1% |
| Q2 2022 | $2,220,000 | +107.5% | 47,713 | +122.0% | 0.06% | +106.7% |
| Q1 2022 | $1,070,000 | +174.4% | 21,496 | +192.7% | 0.03% | +87.5% |
| Q3 2021 | $390,000 | -59.7% | 7,343 | -59.5% | 0.02% | -51.5% |
| Q2 2021 | $967,000 | -58.4% | 18,134 | -59.1% | 0.03% | -74.6% |
| Q1 2021 | $2,326,000 | +742.8% | 44,372 | +768.5% | 0.13% | +550.0% |
| Q2 2020 | $276,000 | – | 5,109 | – | 0.02% | – |
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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% |