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 | $4,344,718 | +5.2% | 99,741 | +9.7% | 2.04% | +4.2% |
| Q2 2023 | $4,128,451 | +14.2% | 90,895 | +15.7% | 1.96% | +4.7% |
| Q1 2023 | $3,614,312 | +40.3% | 78,572 | +37.4% | 1.87% | +33.6% |
| Q4 2022 | $2,575,279 | +48.9% | 57,203 | +47.0% | 1.40% | +36.2% |
| Q3 2022 | $1,729,000 | +2.1% | 38,916 | +6.9% | 1.03% | +8.0% |
| Q2 2022 | $1,694,000 | +80.4% | 36,398 | +92.9% | 0.95% | +77.1% |
| Q1 2022 | $939,000 | – | 18,868 | – | 0.54% | – |
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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% |