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 | $2,059,791 | +15.4% | 47,286 | +20.3% | 1.11% | +17.5% |
| Q2 2023 | $1,784,985 | +41.1% | 39,300 | +42.9% | 0.94% | +23.7% |
| Q1 2023 | $1,265,276 | +823.6% | 27,506 | +949.4% | 0.76% | +764.8% |
| Q1 2021 | $137,000 | -3.5% | 2,621 | 0.0% | 0.09% | -12.9% |
| Q4 2020 | $142,000 | -0.7% | 2,621 | 0.0% | 0.10% | -9.8% |
| Q3 2020 | $143,000 | +1.4% | 2,621 | 0.0% | 0.11% | -1.8% |
| Q2 2020 | $141,000 | +3.7% | 2,621 | 0.0% | 0.11% | -9.5% |
| Q1 2020 | $136,000 | 0.0% | 2,621 | 0.0% | 0.13% | +21.2% |
| Q4 2019 | $136,000 | – | 2,621 | – | 0.10% | – |
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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% |