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 | $7,187,531 | +10.4% | 165,003 | +15.1% | 1.99% | +7.8% |
| Q2 2023 | $6,510,912 | +26.8% | 143,349 | +28.5% | 1.85% | +11.6% |
| Q1 2023 | $5,133,002 | +59.5% | 111,587 | +56.1% | 1.66% | +41.6% |
| Q4 2022 | $3,218,390 | -31.2% | 71,488 | -32.1% | 1.17% | -37.5% |
| Q3 2022 | $4,680,000 | +53.7% | 105,331 | +60.9% | 1.87% | +53.5% |
| Q2 2022 | $3,045,000 | -39.3% | 65,450 | -35.1% | 1.22% | -25.4% |
| Q1 2022 | $5,017,000 | -5.6% | 100,801 | +0.5% | 1.63% | -1.2% |
| Q4 2021 | $5,317,000 | +10.5% | 100,291 | +10.8% | 1.65% | -2.9% |
| Q3 2021 | $4,811,000 | +21.0% | 90,545 | +21.5% | 1.70% | +15.7% |
| Q2 2021 | $3,975,000 | +5.4% | 74,545 | +3.6% | 1.47% | 0.0% |
| Q1 2021 | $3,772,000 | +8.8% | 71,969 | +12.5% | 1.47% | -11.9% |
| Q4 2020 | $3,466,000 | +10.7% | 63,980 | +11.7% | 1.67% | +11.6% |
| Q3 2020 | $3,131,000 | +27.3% | 57,300 | +25.6% | 1.50% | +19.3% |
| Q2 2020 | $2,460,000 | +9.7% | 45,613 | +5.2% | 1.25% | -25.8% |
| Q1 2020 | $2,243,000 | – | 43,339 | – | 1.69% | – |
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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% |