FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 ↓ |
|---|---|---|---|
| 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% |