FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,697,211 | -23.9% | 38,963 | -20.7% | 0.02% | -12.5% |
| Q2 2023 | $2,231,472 | +4.6% | 49,130 | +5.9% | 0.02% | -7.7% |
| Q1 2023 | $2,134,141 | +59.2% | 46,394 | +55.8% | 0.03% | -44.7% |
| Q4 2022 | $1,340,619 | +23.9% | 29,778 | +22.3% | 0.05% | +9.3% |
| Q3 2022 | $1,082,000 | +26.3% | 24,352 | +32.1% | 0.04% | +26.5% |
| Q2 2022 | $857,000 | -8.0% | 18,428 | -1.6% | 0.03% | +3.0% |
| Q1 2022 | $932,000 | -20.9% | 18,721 | -15.8% | 0.03% | -15.4% |
| Q4 2021 | $1,179,000 | -4.1% | 22,245 | -3.8% | 0.04% | -13.3% |
| Q3 2021 | $1,229,000 | -16.6% | 23,132 | -16.3% | 0.04% | -22.4% |
| Q2 2021 | $1,474,000 | +3.7% | 27,632 | +1.9% | 0.06% | -4.9% |
| Q1 2021 | $1,421,000 | -0.3% | 27,114 | +3.2% | 0.06% | -7.6% |
| Q4 2020 | $1,425,000 | +0.1% | 26,271 | +0.8% | 0.07% | -10.8% |
| Q3 2020 | $1,424,000 | +53.4% | 26,056 | +51.5% | 0.07% | +48.0% |
| Q2 2020 | $928,000 | +14.3% | 17,202 | +9.6% | 0.05% | -10.7% |
| Q1 2020 | $812,000 | – | 15,690 | – | 0.06% | – |
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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% |