FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 201 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,725,950 | +1340.8% | 292,616 | +1384.2% | 0.64% | +457.0% |
| Q2 2023 | $883,251 | -92.1% | 19,715 | -91.9% | 0.11% | -79.7% |
| Q1 2023 | $11,173,067 | -3.4% | 242,119 | -5.7% | 0.56% | +4.5% |
| Q4 2022 | $11,562,587 | +7.8% | 256,832 | +6.4% | 0.54% | -16.2% |
| Q3 2022 | $10,728,000 | +1.8% | 241,451 | +6.6% | 0.64% | +5.3% |
| Q2 2022 | $10,534,000 | +6.6% | 226,400 | +14.0% | 0.61% | +68.2% |
| Q1 2022 | $9,881,000 | +10.7% | 198,525 | +18.0% | 0.36% | +11.0% |
| Q4 2021 | $8,922,000 | – | 168,283 | – | 0.33% | – |
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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% |