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% | – |
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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% |