FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 318 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,634,298 | -1.0% | 83,432 | +3.2% | 1.96% | +4.0% |
| Q2 2023 | $3,672,025 | +115.4% | 80,846 | +118.2% | 1.88% | +90.3% |
| Q1 2023 | $1,704,438 | +4.1% | 37,053 | +1.9% | 0.99% | -1.3% |
| Q4 2022 | $1,636,972 | -1.4% | 36,361 | -2.7% | 1.00% | -10.1% |
| Q3 2022 | $1,660,000 | -3.8% | 37,357 | +0.7% | 1.12% | +0.2% |
| Q2 2022 | $1,726,000 | -6.1% | 37,091 | +0.4% | 1.11% | +16.1% |
| Q1 2022 | $1,838,000 | -3.1% | 36,931 | +3.3% | 0.96% | +5.2% |
| Q4 2021 | $1,896,000 | +0.3% | 35,754 | +0.5% | 0.91% | -10.1% |
| Q3 2021 | $1,890,000 | – | 35,575 | – | 1.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kerntke Otto McGlone Wealth Management Group | 392,827 | $20,949,000 | 8.36% |
| Shakespeare Wealth Management, LLC | 358,205 | $19,182,000 | 7.39% |
| CMH Wealth Management LLC | 356,340 | $19,004,000 | 6.35% |
| COUNTRY TRUST BANK | 3,508,535 | $187,110,000 | 5.55% |
| Insight Wealth Partners, LLC | 182,676 | $9,742,000 | 5.19% |
| LVZ, Inc. | 567,919 | $30,287,000 | 4.46% |
| SENTINEL PENSION ADVISORS INC | 200,016 | $10,667,000 | 3.74% |
| VICUS CAPITAL | 387,804 | $20,682,000 | 3.37% |
| RWA WEALTH PARTNERS, LLC | 815,695 | $43,501,000 | 3.25% |
| BAKER BOYER NATIONAL BANK | 131,754 | $6,129,000 | 3.11% |