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 | $26,450 | +27.6% | 607,207 | +33.0% | 0.16% | +26.6% |
| Q2 2023 | $20,729 | +4.6% | 456,392 | +5.9% | 0.13% | -4.5% |
| Q1 2023 | $19,822 | -2.5% | 430,915 | -4.5% | 0.13% | -10.7% |
| Q4 2022 | $20,322 | -99.9% | 451,402 | -4.9% | 0.15% | -10.2% |
| Q3 2022 | $21,083,000 | -10.9% | 474,518 | -6.7% | 0.17% | -8.7% |
| Q2 2022 | $23,672,000 | -14.9% | 508,754 | -9.0% | 0.18% | -7.1% |
| Q1 2022 | $27,833,000 | -7.0% | 559,223 | -1.0% | 0.20% | -6.6% |
| Q4 2021 | $29,938,000 | +997833.3% | 564,662 | +868610.8% | 0.21% | – |
| Q2 2021 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | -84.2% | 65 | -83.7% | 0.00% | – |
| Q4 2018 | $19,000 | 0.0% | 398 | 0.0% | 0.00% | – |
| Q3 2018 | $19,000 | 0.0% | 398 | 0.0% | 0.00% | -100.0% |
| Q2 2018 | $19,000 | -5.0% | 398 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $20,000 | – | 398 | – | 0.00% | – |
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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% |