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 | $4,311,491 | -5.3% | 98,978 | -1.3% | 2.90% | -4.9% |
| Q2 2023 | $4,552,855 | +6.1% | 100,239 | +7.4% | 3.05% | -5.1% |
| Q1 2023 | $4,292,076 | +1525.8% | 93,306 | +1744.4% | 3.21% | +1665.4% |
| Q4 2021 | $264,000 | -68.1% | 5,059 | -67.6% | 0.18% | -68.8% |
| Q3 2021 | $827,000 | +0.9% | 15,600 | +1.4% | 0.58% | +0.3% |
| Q2 2021 | $820,000 | -79.8% | 15,380 | -80.2% | 0.58% | -80.3% |
| Q1 2021 | $4,065,000 | -2.8% | 77,562 | +0.7% | 2.95% | -28.0% |
| Q4 2020 | $4,180,000 | – | 77,050 | – | 4.10% | – |
Download | ||||||
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% |