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 Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,736,922 | +46.7% | 154,658 | +52.9% | 2.52% | +16.1% |
| Q2 2023 | $4,593,877 | -7.0% | 101,142 | -5.8% | 2.17% | +9.0% |
| Q1 2023 | $4,938,105 | +7.5% | 107,350 | +5.2% | 2.00% | +3.9% |
| Q4 2022 | $4,591,958 | -4.4% | 101,998 | -5.7% | 1.92% | -15.0% |
| Q3 2022 | $4,804,000 | -8.3% | 108,130 | -4.0% | 2.26% | -7.5% |
| Q2 2022 | $5,241,000 | -11.7% | 112,646 | -5.5% | 2.44% | -2.7% |
| Q1 2022 | $5,934,000 | -9.8% | 119,222 | -3.9% | 2.51% | -4.3% |
| Q4 2021 | $6,579,000 | +1.9% | 124,079 | +2.1% | 2.62% | -11.3% |
| Q3 2021 | $6,458,000 | +5.8% | 121,556 | +6.2% | 2.96% | +7.2% |
| Q2 2021 | $6,102,000 | +25.2% | 114,415 | +23.0% | 2.76% | -22.6% |
| Q1 2021 | $4,874,000 | +132.9% | 93,003 | +141.1% | 3.57% | +217.3% |
| Q4 2020 | $2,093,000 | – | 38,581 | – | 1.12% | – |
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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% |