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 | $22,682,630 | -24.6% | 520,721 | -21.3% | 0.77% | -64.5% |
| Q2 2023 | $30,063,404 | +5.7% | 661,898 | +7.1% | 2.18% | +1.2% |
| Q1 2023 | $28,428,885 | +75.5% | 618,019 | +71.7% | 2.15% | +60.9% |
| Q4 2022 | $16,203,353 | +2110.6% | 359,915 | +2082.2% | 1.34% | +1837.7% |
| Q3 2022 | $733,000 | -7.7% | 16,493 | -3.4% | 0.07% | -5.5% |
| Q2 2022 | $794,000 | -41.8% | 17,074 | -37.7% | 0.07% | -31.8% |
| Q1 2022 | $1,364,000 | -7.8% | 27,405 | -1.8% | 0.11% | -0.9% |
| Q4 2021 | $1,480,000 | – | 27,914 | – | 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% |