FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 318 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,234,928 | +0.6% | 2,094,466 | +4.8% | 24.62% | +1.5% |
| Q2 2023 | $90,733,828 | +7.5% | 1,997,662 | +8.8% | 24.27% | +1.4% |
| Q1 2023 | $84,426,720 | +42.2% | 1,835,363 | +39.2% | 23.93% | +35.0% |
| Q4 2022 | $59,377,689 | +636.1% | 1,318,918 | +626.4% | 17.72% | +548.8% |
| Q3 2022 | $8,067,000 | – | 181,570 | – | 2.73% | – |
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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% |