FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 272 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 383,055 | $20,310,000 | 7.25% |
| COUNTRY TRUST BANK | 4,295,003 | $227,721,000 | 6.18% |
| Braun-Bostich & Associates Inc. | 475,527 | $24,723,000 | 5.89% |
| CMH Wealth Management LLC | 362,345 | $19,212,000 | 5.79% |
| WEALTH MANAGEMENT RESOURCES, INC. | 152,712 | $8,097,000 | 5.21% |
| AFFINITY WEALTH MANAGEMENT LLC | 475,527 | $24,723,000 | 5.10% |
| Hofer & Associates. Inc | 103,430 | $5,484,000 | 4.97% |
| LVZ, Inc. | 607,539 | $32,212,000 | 4.31% |
| SENTINEL PENSION ADVISORS INC | 234,676 | $12,443,000 | 3.92% |
| BAKER BOYER NATIONAL BANK | 157,038 | $8,326,000 | 3.83% |