FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 212 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $355,729 | -27.3% | 7,832 | -26.3% | 0.18% | -29.4% |
| Q1 2023 | $489,072 | +94315.4% | 10,632 | -7.6% | 0.25% | -26.7% |
| Q4 2022 | $518 | -99.9% | 11,503 | 0.0% | 0.34% | -20.4% |
| Q3 2022 | $511,000 | -4.5% | 11,503 | 0.0% | 0.43% | -11.1% |
| Q2 2022 | $535,000 | -2.9% | 11,503 | +4.0% | 0.49% | +125.0% |
| Q1 2022 | $551,000 | +5.6% | 11,064 | +12.4% | 0.22% | +41.2% |
| Q4 2021 | $522,000 | -0.2% | 9,845 | 0.0% | 0.15% | -15.9% |
| Q3 2021 | $523,000 | +6.7% | 9,845 | +7.0% | 0.18% | -16.1% |
| Q2 2021 | $490,000 | +14.8% | 9,197 | +12.8% | 0.22% | -74.3% |
| Q1 2021 | $427,000 | +1.9% | 8,152 | +5.4% | 0.84% | +211.8% |
| Q4 2020 | $419,000 | -37.1% | 7,731 | +20.2% | 0.27% | +3.4% |
| Q3 2020 | $666,000 | – | 6,433 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kerntke Otto McGlone Wealth Management Group | 392,827 | $20,949,000 | 8.36% |
| Shakespeare Wealth Management, LLC | 358,205 | $19,182,000 | 7.39% |
| CMH Wealth Management LLC | 356,340 | $19,004,000 | 6.35% |
| COUNTRY TRUST BANK | 3,508,535 | $187,110,000 | 5.55% |
| Insight Wealth Partners, LLC | 182,676 | $9,742,000 | 5.19% |
| LVZ, Inc. | 567,919 | $30,287,000 | 4.46% |
| SENTINEL PENSION ADVISORS INC | 200,016 | $10,667,000 | 3.74% |
| VICUS CAPITAL | 387,804 | $20,682,000 | 3.37% |
| RWA WEALTH PARTNERS, LLC | 815,695 | $43,501,000 | 3.25% |
| BAKER BOYER NATIONAL BANK | 131,754 | $6,129,000 | 3.11% |