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% | – |
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% |