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 | $351,703 | +3.2% | 8,074 | +7.6% | 0.12% | +7.3% |
| Q2 2023 | $340,832 | -28.1% | 7,504 | -27.1% | 0.11% | -37.0% |
| Q1 2023 | $473,754 | -14.7% | 10,299 | -16.5% | 0.17% | -22.1% |
| Q4 2022 | $555,547 | +47.4% | 12,340 | +45.4% | 0.22% | +43.2% |
| Q3 2022 | $377,000 | +26.9% | 8,487 | +32.8% | 0.16% | +31.4% |
| Q2 2022 | $297,000 | -51.4% | 6,390 | -48.0% | 0.12% | -42.7% |
| Q1 2022 | $611,000 | +2.9% | 12,280 | +9.6% | 0.21% | +5.6% |
| Q4 2021 | $594,000 | – | 11,200 | – | 0.20% | – |
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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% |