FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 170 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,043 | +7.8% | 1,011 | +13.2% | 0.03% | +3.8% |
| Q1 2023 | $40,853 | -0.4% | 893 | +2.3% | 0.03% | -10.3% |
| Q2 2022 | $41,000 | -4.7% | 873 | +0.2% | 0.03% | +3.6% |
| Q1 2022 | $43,000 | +19.4% | 871 | +28.5% | 0.03% | +27.3% |
| Q4 2021 | $36,000 | 0.0% | 678 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $36,000 | -50.0% | 678 | -50.0% | 0.02% | -11.1% |
| Q2 2021 | $72,000 | +100.0% | 1,356 | +100.0% | 0.03% | -6.9% |
| Q1 2021 | $36,000 | – | 678 | – | 0.03% | – |
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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% |