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 | $136,049,872 | +31.8% | 3,124,405 | +37.3% | 0.20% | +8.6% |
| Q2 2023 | $103,232,820 | +8.6% | 2,274,808 | +10.3% | 0.18% | +3.4% |
| Q1 2023 | $95,019,029 | +20.5% | 2,062,962 | +17.8% | 0.18% | +11.9% |
| Q4 2022 | $78,829,046 | +22.3% | 1,750,887 | +20.7% | 0.16% | +8.8% |
| Q3 2022 | $64,478,000 | -11.2% | 1,451,182 | -6.7% | 0.15% | -8.1% |
| Q2 2022 | $72,640,000 | +37.2% | 1,555,833 | +38.7% | 0.16% | +55.3% |
| Q1 2022 | $52,942,000 | -17.4% | 1,121,780 | -7.3% | 0.10% | -14.9% |
| Q4 2021 | $64,122,000 | +8.5% | 1,209,801 | +8.8% | 0.12% | -1.6% |
| Q3 2021 | $59,108,000 | +9.1% | 1,112,308 | +9.5% | 0.12% | +5.1% |
| Q2 2021 | $54,174,000 | +4.7% | 1,015,776 | +2.9% | 0.12% | -5.6% |
| Q1 2021 | $51,722,000 | +6.3% | 986,824 | +10.0% | 0.12% | -4.6% |
| Q4 2020 | $48,665,000 | +1.8% | 897,013 | +2.5% | 0.13% | -9.1% |
| Q3 2020 | $47,827,000 | +41.5% | 875,096 | +39.6% | 0.14% | +26.5% |
| Q2 2020 | $33,802,000 | -48.6% | 626,740 | -50.7% | 0.11% | -58.0% |
| Q1 2020 | $65,780,000 | – | 1,271,644 | – | 0.27% | – |
Download | ||||||
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% |