FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,231,350 | +1.3% | 372,620 | +5.6% | 1.72% | +7.7% |
| Q2 2023 | $16,025,512 | +14.9% | 352,829 | +16.3% | 1.60% | +7.7% |
| Q1 2023 | $13,950,743 | +13.7% | 303,277 | +11.3% | 1.49% | +6.1% |
| Q4 2022 | $12,268,080 | +18.1% | 272,502 | +16.5% | 1.40% | +7.3% |
| Q3 2022 | $10,390,000 | -20.0% | 233,853 | -16.2% | 1.31% | -18.5% |
| Q2 2022 | $12,986,000 | +76.6% | 279,088 | +88.9% | 1.60% | +99.3% |
| Q1 2022 | $7,354,000 | – | 147,764 | – | 0.80% | – |
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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% |