FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 272 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,534 | -1.4% | 838,708 | +2.8% | 0.08% | +1.3% |
| Q2 2023 | $37,044 | +48.7% | 815,581 | +50.6% | 0.08% | +44.2% |
| Q1 2023 | $24,917 | +13.9% | 541,690 | +11.5% | 0.05% | -1.9% |
| Q4 2022 | $21,869 | -99.9% | 485,776 | +42.4% | 0.05% | +35.9% |
| Q3 2022 | $15,156,000 | +0.1% | 341,130 | +4.8% | 0.04% | 0.0% |
| Q2 2022 | $15,142,000 | +8.4% | 325,445 | +15.9% | 0.04% | +21.9% |
| Q1 2022 | $13,974,000 | -40.1% | 280,787 | -36.2% | 0.03% | -39.6% |
| Q4 2021 | $23,317,000 | +22.4% | 439,795 | +22.7% | 0.05% | +10.4% |
| Q3 2021 | $19,048,000 | +1.9% | 358,534 | +2.2% | 0.05% | +2.1% |
| Q2 2021 | $18,701,000 | -26.2% | 350,672 | -27.5% | 0.05% | -34.7% |
| Q1 2021 | $25,348,000 | -6.4% | 483,651 | -3.1% | 0.07% | -11.1% |
| Q4 2020 | $27,073,000 | +46.0% | 499,046 | +47.1% | 0.08% | +28.6% |
| Q3 2020 | $18,540,000 | +58.5% | 339,266 | +56.4% | 0.06% | +43.2% |
| Q2 2020 | $11,695,000 | +12.4% | 216,861 | +7.9% | 0.04% | -8.3% |
| Q1 2020 | $10,403,000 | -12.7% | 201,041 | -12.7% | 0.05% | +6.7% |
| Q4 2019 | $11,912,000 | +0.7% | 230,229 | +0.6% | 0.04% | -10.0% |
| Q3 2019 | $11,831,000 | +15.8% | 228,848 | +14.4% | 0.05% | +11.1% |
| Q2 2019 | $10,214,000 | +48.7% | 200,090 | +45.6% | 0.04% | +40.6% |
| Q1 2019 | $6,867,000 | -2.0% | 137,465 | -4.8% | 0.03% | -13.5% |
| Q4 2018 | $7,008,000 | +6.4% | 144,424 | +6.6% | 0.04% | +15.6% |
| Q3 2018 | $6,584,000 | -4.7% | 135,454 | -4.2% | 0.03% | -11.1% |
| Q2 2018 | $6,910,000 | -5.3% | 141,398 | -4.8% | 0.04% | -10.0% |
| Q1 2018 | $7,298,000 | -11.8% | 148,529 | -9.8% | 0.04% | -11.1% |
| Q4 2017 | $8,271,000 | – | 164,595 | – | 0.04% | – |
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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% |