FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 212 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $166,605 | -11.1% | 3,742 | -9.0% | 0.00% | – |
| Q2 2023 | $187,304 | -1.2% | 4,112 | -1.0% | 0.00% | – |
| Q4 2022 | $189,571 | -52.5% | 4,153 | -52.3% | 0.00% | – |
| Q3 2022 | $399,000 | +47.2% | 8,707 | +53.3% | 0.00% | – |
| Q2 2022 | $271,000 | +3.0% | 5,681 | +7.4% | 0.00% | – |
| Q1 2022 | $263,000 | +27.1% | 5,289 | +35.7% | 0.00% | – |
| Q4 2021 | $207,000 | +7.8% | 3,899 | +8.0% | 0.00% | – |
| Q3 2021 | $192,000 | +2.1% | 3,610 | +2.4% | 0.00% | – |
| Q2 2021 | $188,000 | +1075.0% | 3,526 | +1083.2% | 0.00% | – |
| Q1 2021 | $16,000 | -5.9% | 298 | -6.3% | 0.00% | – |
| Q4 2020 | $17,000 | +41.7% | 318 | +42.0% | 0.00% | – |
| Q3 2020 | $12,000 | -50.0% | 224 | -48.4% | 0.00% | – |
| Q2 2020 | $24,000 | +9.1% | 434 | 0.0% | 0.00% | – |
| Q1 2020 | $22,000 | +1000.0% | 434 | +1176.5% | 0.00% | – |
| Q4 2019 | $2,000 | -85.7% | 34 | -87.7% | 0.00% | – |
| Q3 2019 | $14,000 | -39.1% | 276 | -38.1% | 0.00% | – |
| Q2 2019 | $23,000 | – | 446 | – | 0.00% | – |
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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% |