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 | $8,881,801 | -4.7% | 203,898 | -0.6% | 0.08% | -3.8% |
| Q2 2023 | $9,316,289 | +255.8% | 205,114 | +260.3% | 0.08% | +203.8% |
| Q1 2023 | $2,618,423 | +36.3% | 56,922 | +33.4% | 0.03% | +23.8% |
| Q4 2022 | $1,921,266 | -39.4% | 42,676 | -40.2% | 0.02% | -47.5% |
| Q3 2022 | $3,172,000 | -13.1% | 71,404 | -9.0% | 0.04% | -20.0% |
| Q2 2022 | $3,649,000 | -86.2% | 78,429 | -85.3% | 0.05% | -85.2% |
| Q1 2022 | $26,534,000 | +1920.9% | 533,128 | +2052.2% | 0.34% | +1678.9% |
| Q4 2021 | $1,313,000 | +435.9% | 24,771 | +436.6% | 0.02% | +375.0% |
| Q3 2021 | $245,000 | -0.4% | 4,616 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $246,000 | +18.8% | 4,616 | +16.6% | 0.01% | +25.0% |
| Q1 2021 | $207,000 | – | 3,959 | – | 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% |