FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 172 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,857,720 | -9.7% | 42,502 | -5.8% | 0.73% | -8.7% |
| Q2 2023 | $2,057,334 | +0.6% | 45,114 | +1.9% | 0.80% | -5.1% |
| Q1 2023 | $2,044,107 | +0.1% | 44,285 | -2.0% | 0.84% | -6.8% |
| Q4 2022 | $2,041,130 | -22.6% | 45,187 | -23.6% | 0.91% | -39.2% |
| Q3 2022 | $2,636,000 | +94.4% | 59,157 | +103.5% | 1.49% | +104.0% |
| Q2 2022 | $1,356,000 | -33.2% | 29,072 | -28.6% | 0.73% | -7.5% |
| Q1 2022 | $2,030,000 | +0.0% | 40,718 | +6.6% | 0.79% | +5.3% |
| Q4 2021 | $2,029,000 | -6.5% | 38,207 | -6.3% | 0.75% | -15.2% |
| Q3 2021 | $2,170,000 | +0.8% | 40,778 | +1.2% | 0.89% | -3.2% |
| Q2 2021 | $2,153,000 | -55.8% | 40,306 | -56.6% | 0.92% | -57.4% |
| Q1 2021 | $4,873,000 | -2.2% | 92,824 | +1.2% | 2.15% | -7.9% |
| Q4 2020 | $4,984,000 | – | 91,734 | – | 2.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 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% |