FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 272 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90,823 | -4.1% | 2,085 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $94,701 | -1.3% | 2,085 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $95,910 | +2.2% | 2,085 | 0.0% | 0.01% | +8.3% |
| Q4 2022 | $93,867 | +2.0% | 2,085 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $92,000 | -5.2% | 2,085 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $97,000 | -46.4% | 2,085 | -44.2% | 0.02% | -70.6% |
| Q4 2018 | $181,000 | -0.5% | 3,736 | 0.0% | 0.05% | -37.0% |
| Q3 2018 | $182,000 | -0.5% | 3,736 | 0.0% | 0.08% | -3.6% |
| Q2 2018 | $183,000 | 0.0% | 3,736 | 0.0% | 0.08% | -3.4% |
| Q1 2018 | $183,000 | – | 3,736 | – | 0.09% | – |
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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% |