FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 170 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,110,973 | -6.7% | 48,461 | -2.7% | 1.22% | +0.8% |
| Q2 2023 | $2,263,342 | -4.5% | 49,831 | -3.3% | 1.22% | -6.6% |
| Q1 2023 | $2,370,255 | +2.4% | 51,527 | +0.2% | 1.30% | -2.1% |
| Q4 2022 | $2,315,127 | -9.2% | 51,424 | -10.4% | 1.33% | -5.1% |
| Q3 2022 | $2,551,000 | -9.1% | 57,413 | -4.8% | 1.40% | -4.7% |
| Q2 2022 | $2,807,000 | -16.0% | 60,327 | -10.2% | 1.47% | -4.5% |
| Q1 2022 | $3,342,000 | -10.7% | 67,145 | -4.9% | 1.54% | -7.8% |
| Q4 2021 | $3,744,000 | -23.8% | 70,616 | -23.7% | 1.67% | -29.2% |
| Q3 2021 | $4,916,000 | -2.2% | 92,524 | -1.9% | 2.36% | +0.2% |
| Q2 2021 | $5,028,000 | +27.7% | 94,280 | +25.5% | 2.35% | +13.3% |
| Q1 2021 | $3,937,000 | +47.5% | 75,118 | +52.7% | 2.08% | +54.7% |
| Q4 2020 | $2,669,000 | +72.8% | 49,189 | +74.0% | 1.34% | +57.3% |
| Q3 2020 | $1,545,000 | +147.2% | 28,269 | +143.9% | 0.85% | +165.2% |
| Q2 2020 | $625,000 | – | 11,589 | – | 0.32% | – |
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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% |