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 | $20,645,144 | +93.3% | 473,947 | +101.6% | 0.18% | +97.8% |
| Q2 2023 | $10,680,009 | +63.2% | 235,139 | +65.3% | 0.09% | +57.9% |
| Q1 2023 | $6,543,317 | +353.0% | 142,246 | +343.4% | 0.06% | +338.5% |
| Q4 2022 | $1,444,444 | +310.4% | 32,084 | +305.4% | 0.01% | +85.7% |
| Q3 2022 | $352,000 | -48.5% | 7,915 | -46.1% | 0.01% | -36.4% |
| Q2 2022 | $683,000 | +57.0% | 14,683 | +67.8% | 0.01% | +83.3% |
| Q1 2022 | $435,000 | +6.6% | 8,750 | +13.7% | 0.01% | 0.0% |
| Q4 2021 | $408,000 | +55.7% | 7,699 | +56.3% | 0.01% | +50.0% |
| Q3 2021 | $262,000 | +20.7% | 4,925 | +20.8% | 0.00% | +33.3% |
| Q2 2021 | $217,000 | – | 4,078 | – | 0.00% | – |
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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% |