FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $560,749 | -11.8% | 12,873 | -8.1% | 0.08% | -14.3% |
| Q2 2023 | $635,942 | +33.2% | 14,001 | +34.2% | 0.09% | +18.2% |
| Q1 2023 | $477,419 | +2.0% | 10,433 | +0.4% | 0.08% | -15.4% |
| Q4 2022 | $467,977 | -49.6% | 10,395 | -50.3% | 0.09% | -53.6% |
| Q3 2022 | $929,000 | +65.0% | 20,915 | +72.8% | 0.20% | +64.7% |
| Q2 2022 | $563,000 | +61.8% | 12,107 | +72.9% | 0.12% | +85.9% |
| Q1 2022 | $348,000 | -0.9% | 7,004 | +2.2% | 0.06% | +12.3% |
| Q4 2021 | $351,000 | -17.6% | 6,850 | -13.8% | 0.06% | -26.0% |
| Q3 2021 | $426,000 | 0.0% | 7,946 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $426,000 | -16.5% | 7,946 | -18.3% | 0.08% | -23.0% |
| Q1 2021 | $510,000 | +5.8% | 9,728 | +9.5% | 0.10% | 0.0% |
| Q4 2020 | $482,000 | +45.2% | 8,886 | +46.1% | 0.10% | +8.7% |
| Q3 2020 | $332,000 | +23.9% | 6,081 | +22.4% | 0.09% | 0.0% |
| Q2 2020 | $268,000 | – | 4,967 | – | 0.09% | – |
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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% |