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 | $3,953,779 | -12.2% | 90,457 | -8.4% | 2.38% | -9.7% |
| Q2 2023 | $4,503,399 | -38.2% | 98,752 | -37.4% | 2.63% | -35.1% |
| Q1 2023 | $7,285,306 | +2.0% | 157,834 | -0.3% | 4.05% | -2.2% |
| Q4 2022 | $7,139,461 | +956.1% | 158,230 | +943.3% | 4.14% | +835.4% |
| Q3 2022 | $676,000 | +19.6% | 15,167 | +25.1% | 0.44% | +29.2% |
| Q2 2022 | $565,000 | -6.3% | 12,122 | +0.3% | 0.34% | -2.3% |
| Q1 2022 | $603,000 | +83.8% | 12,085 | +95.9% | 0.35% | +88.7% |
| Q4 2021 | $328,000 | 0.0% | 6,170 | 0.0% | 0.19% | -8.4% |
| Q3 2021 | $328,000 | -0.6% | 6,170 | 0.0% | 0.20% | 0.0% |
| Q2 2021 | $330,000 | +1.9% | 6,170 | 0.0% | 0.20% | -4.2% |
| Q1 2021 | $324,000 | -3.3% | 6,170 | 0.0% | 0.21% | -16.9% |
| Q4 2020 | $335,000 | -0.9% | 6,170 | 0.0% | 0.26% | -12.1% |
| Q3 2020 | $338,000 | +1.5% | 6,170 | 0.0% | 0.29% | -9.9% |
| Q2 2020 | $333,000 | +4.1% | 6,170 | 0.0% | 0.32% | -17.0% |
| Q1 2020 | $320,000 | 0.0% | 6,170 | 0.0% | 0.39% | +16.2% |
| Q4 2019 | $320,000 | – | 6,170 | – | 0.33% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 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% |