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 Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,301,647 | -39.7% | 52,839 | -37.2% | 0.02% | -44.4% |
| Q2 2023 | $3,819,504 | +7.3% | 84,093 | +8.7% | 0.03% | +3.8% |
| Q1 2023 | $3,559,940 | +136.1% | 77,390 | +131.1% | 0.03% | +116.7% |
| Q4 2022 | $1,507,720 | -66.5% | 33,490 | -66.9% | 0.01% | -78.6% |
| Q3 2022 | $4,501,000 | -6.1% | 101,301 | -1.7% | 0.06% | -8.2% |
| Q2 2022 | $4,794,000 | -5.1% | 103,028 | +1.5% | 0.06% | 0.0% |
| Q1 2022 | $5,054,000 | +1905.6% | 101,553 | +2049.3% | 0.06% | +1425.0% |
| Q2 2021 | $252,000 | +60.5% | 4,725 | +61.9% | 0.00% | 0.0% |
| Q2 2020 | $157,000 | – | 2,918 | – | 0.00% | – |
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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% |