FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 212 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,261,125 | -6.5% | 235,563 | -2.5% | 0.16% | -7.5% |
| Q2 2023 | $10,969,354 | +19.0% | 241,509 | +20.5% | 0.17% | +12.3% |
| Q1 2023 | $9,221,560 | +17.3% | 200,469 | +14.8% | 0.15% | +7.7% |
| Q4 2022 | $7,864,344 | +34.9% | 174,686 | +33.1% | 0.14% | -7.1% |
| Q3 2022 | $5,831,000 | +91.9% | 131,243 | +101.0% | 0.15% | +123.2% |
| Q2 2022 | $3,038,000 | +266.0% | 65,298 | +291.6% | 0.07% | +305.9% |
| Q1 2022 | $830,000 | +179.5% | 16,676 | +198.2% | 0.02% | +183.3% |
| Q4 2021 | $297,000 | – | 5,593 | – | 0.01% | – |
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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% |