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 | $22,211,181 | +70.1% | 509,899 | +77.4% | 0.07% | -48.2% |
| Q2 2023 | $13,055,478 | -23.8% | 287,439 | -22.9% | 0.14% | -29.5% |
| Q1 2023 | $17,140,528 | +39.8% | 372,620 | +40.5% | 0.20% | +26.6% |
| Q4 2022 | $12,264,910 | -24.7% | 265,187 | -27.8% | 0.16% | -32.2% |
| Q3 2022 | $16,298,000 | -24.5% | 367,381 | -20.8% | 0.23% | -22.6% |
| Q2 2022 | $21,586,000 | -33.9% | 463,716 | -29.4% | 0.30% | -31.6% |
| Q1 2022 | $32,658,000 | +14949.8% | 656,379 | +15557.9% | 0.44% | +5400.0% |
| Q4 2019 | $217,000 | 0.0% | 4,192 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $217,000 | – | 4,192 | – | 0.01% | – |
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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% |