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 | $4,276,707 | +6.4% | 98,180 | +10.9% | 0.22% | +8.0% |
| Q2 2023 | $4,020,345 | +14.1% | 88,515 | +15.6% | 0.20% | +3.6% |
| Q1 2023 | $3,522,541 | +17.2% | 76,577 | +14.7% | 0.19% | +4.9% |
| Q4 2022 | $3,006,219 | +105.9% | 66,775 | +112.8% | 0.18% | +84.8% |
| Q3 2022 | $1,460,000 | 0.0% | 31,384 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $1,460,000 | -12.1% | 31,384 | +0.2% | 0.10% | 0.0% |
| Q4 2021 | $1,661,000 | -92.1% | 31,323 | -92.1% | 0.10% | -85.2% |
| Q3 2021 | $20,976,000 | +3.0% | 394,806 | +3.4% | 0.67% | +3.1% |
| Q2 2021 | $20,368,000 | +65.1% | 381,925 | +62.3% | 0.65% | +46.4% |
| Q1 2021 | $12,336,000 | – | 235,373 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 383,055 | $20,310,000 | 7.25% |
| COUNTRY TRUST BANK | 4,295,003 | $227,721,000 | 6.18% |
| Braun-Bostich & Associates Inc. | 475,527 | $24,723,000 | 5.89% |
| CMH Wealth Management LLC | 362,345 | $19,212,000 | 5.79% |
| WEALTH MANAGEMENT RESOURCES, INC. | 152,712 | $8,097,000 | 5.21% |
| AFFINITY WEALTH MANAGEMENT LLC | 475,527 | $24,723,000 | 5.10% |
| Hofer & Associates. Inc | 103,430 | $5,484,000 | 4.97% |
| LVZ, Inc. | 607,539 | $32,212,000 | 4.31% |
| SENTINEL PENSION ADVISORS INC | 234,676 | $12,443,000 | 3.92% |
| BAKER BOYER NATIONAL BANK | 157,038 | $8,326,000 | 3.83% |