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 | $1,102,866 | -8.7% | 25,319 | -5.6% | 0.31% | -13.1% |
| Q4 2022 | $1,207,595 | -44.7% | 26,824 | -45.4% | 0.36% | -49.6% |
| Q3 2022 | $2,183,000 | +67.4% | 49,127 | +75.2% | 0.71% | +56.3% |
| Q2 2022 | $1,304,000 | +3.9% | 28,033 | +11.2% | 0.46% | -3.2% |
| Q1 2022 | $1,255,000 | +13.6% | 25,212 | +21.0% | 0.47% | +16.3% |
| Q4 2021 | $1,105,000 | +93.9% | 20,837 | +94.2% | 0.40% | +60.3% |
| Q3 2021 | $570,000 | – | 10,727 | – | 0.25% | – |
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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% |