FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 256 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,002 | -4.1% | 23 | 0.0% | 0.00% | – |
| Q2 2023 | $1,045 | -1.2% | 23 | 0.0% | 0.00% | – |
| Q1 2023 | $1,058 | -13.0% | 23 | -14.8% | 0.00% | – |
| Q4 2022 | $1,216 | -99.9% | 27 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $1,200,000 | -4.5% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,256,000 | -46.3% | 27 | -42.6% | 0.00% | 0.0% |
| Q1 2022 | $2,339,000 | -6.1% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,492,000 | -0.2% | 47 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,497,000 | -0.4% | 47 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,507,000 | +1.8% | 47 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,463,000 | -3.4% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,550,000 | -56.8% | 47 | -56.5% | 0.00% | -66.7% |
| Q3 2020 | $5,902,000 | +1.3% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,824,000 | +116380.0% | 108 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -16.7% | 108 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | +20.0% | 108 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | +150.0% | 108 | +129.8% | 0.00% | +200.0% |
| Q2 2019 | $2,000 | -60.0% | 47 | -56.5% | 0.00% | -66.7% |
| Q1 2019 | $5,000 | 0.0% | 108 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $5,000 | – | 108 | – | 0.00% | – |
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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% |