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 | $418 | -7.5% | 9,590 | -3.6% | 0.06% | -28.2% |
| Q2 2023 | $452 | -62.7% | 9,947 | -62.3% | 0.08% | -66.1% |
| Q1 2023 | $1,213 | -99.9% | 26,365 | -20.3% | 0.25% | -30.1% |
| Q4 2022 | $1,488,451 | -11.2% | 33,062 | -12.4% | 0.36% | -19.5% |
| Q3 2022 | $1,677,000 | -20.5% | 37,736 | -16.8% | 0.45% | -17.3% |
| Q2 2022 | $2,110,000 | -19.2% | 45,355 | -13.6% | 0.54% | -7.4% |
| Q1 2022 | $2,611,000 | -10.4% | 52,468 | -4.5% | 0.58% | -6.6% |
| Q4 2021 | $2,914,000 | +3.1% | 54,964 | +3.3% | 0.62% | -3.7% |
| Q3 2021 | $2,827,000 | +8.6% | 53,216 | +9.0% | 0.65% | +8.7% |
| Q2 2021 | $2,604,000 | -0.3% | 48,823 | -2.0% | 0.60% | -7.8% |
| Q1 2021 | $2,611,000 | +45.3% | 49,810 | +50.4% | 0.64% | +44.0% |
| Q4 2020 | $1,797,000 | -4.0% | 33,121 | -3.3% | 0.45% | +10.9% |
| Q3 2020 | $1,872,000 | +158.2% | 34,252 | +154.9% | 0.40% | +149.4% |
| Q2 2020 | $725,000 | – | 13,436 | – | 0.16% | – |
Download | ||||||
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% |