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 Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $320,950 | -0.3% | 7,368 | +3.9% | 0.16% | +18.1% |
| Q2 2023 | $321,982 | +81.2% | 7,089 | +79.6% | 0.14% | +68.3% |
| Q4 2022 | $177,694 | -22.4% | 3,947 | -19.8% | 0.08% | -23.4% |
| Q2 2022 | $229,000 | -16.1% | 4,924 | -10.1% | 0.11% | +12.6% |
| Q1 2022 | $273,000 | -7.1% | 5,478 | -1.1% | 0.10% | -13.6% |
| Q4 2021 | $294,000 | +24.1% | 5,539 | +23.9% | 0.11% | +2.8% |
| Q3 2021 | $237,000 | – | 4,469 | – | 0.11% | – |
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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% |