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, 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% |