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 | $118,483 | -61.6% | 2,720 | -59.5% | 0.00% | -100.0% |
| Q1 2023 | $308,568 | -15.2% | 6,708 | -8.4% | 0.00% | -66.7% |
| Q1 2022 | $364,000 | -64.7% | 7,322 | -62.3% | 0.00% | -62.5% |
| Q4 2021 | $1,030,000 | -81.7% | 19,428 | -81.7% | 0.01% | -88.7% |
| Q3 2021 | $5,632,000 | -36.0% | 106,009 | -35.7% | 0.07% | -29.0% |
| Q2 2021 | $8,796,000 | +24.1% | 164,931 | +22.0% | 0.10% | -10.7% |
| Q1 2021 | $7,087,000 | -52.8% | 135,214 | -51.2% | 0.11% | -47.7% |
| Q4 2020 | $15,026,000 | +97.9% | 276,972 | +99.4% | 0.21% | +98.1% |
| Q3 2020 | $7,593,000 | -67.3% | 138,932 | -67.7% | 0.11% | -68.3% |
| Q2 2020 | $23,220,000 | +100.3% | 430,565 | +92.2% | 0.34% | -6.3% |
| Q4 2019 | $11,593,000 | – | 224,061 | – | 0.36% | – |
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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% |