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 | $268,475 | -11.1% | 6,163 | -7.3% | 0.02% | -28.6% |
| Q2 2023 | $301,962 | -94.3% | 6,648 | -94.2% | 0.04% | -94.5% |
| Q1 2023 | $5,299,859 | +23.2% | 115,214 | +20.6% | 0.63% | +10.7% |
| Q4 2022 | $4,302,711 | +1.3% | 95,573 | -0.0% | 0.57% | -11.5% |
| Q3 2022 | $4,247,000 | +52.0% | 95,580 | +59.1% | 0.64% | +54.8% |
| Q2 2022 | $2,794,000 | +97.6% | 60,057 | +111.3% | 0.42% | +124.9% |
| Q1 2022 | $1,414,000 | +18.4% | 28,416 | +26.2% | 0.18% | +17.1% |
| Q4 2021 | $1,194,000 | +9.1% | 22,518 | +9.3% | 0.16% | 0.0% |
| Q3 2021 | $1,094,000 | +16.3% | 20,596 | +16.6% | 0.16% | +37.4% |
| Q2 2021 | $941,000 | +76.9% | 17,662 | +73.8% | 0.12% | +30.7% |
| Q1 2021 | $532,000 | +9.9% | 10,163 | +13.9% | 0.09% | -13.7% |
| Q4 2020 | $484,000 | -99.8% | 8,922 | +65.1% | 0.10% | -31.5% |
| Q3 2020 | $296,246,000 | +0.7% | 5,403 | +0.1% | 0.15% | -8.6% |
| Q2 2020 | $294,245,000 | – | 5,399 | – | 0.16% | – |
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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% |