1WA
FDRR icon

180 Wealth Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

180 Wealth Advisors’s Portfolio FDRR Stock Details FDRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,290
Closed -$272K – 444
2024
Q3 		$272K Sell
5,290
-455
-8% -$22.6K 0.04% 351
2024
Q2 		$284K Sell
5,745
-100
-2% -$4.67K 0.05% 333
2024
Q1 		$272K Sell
5,845
-60
-1% -$2.69K 0.05% 314
2023
Q4 		$259K Sell
5,905
-780
-12% -$32.1K 0.05% 306
2023
Q3 		$266K Sell
6,685
-130
-2% -$5.42K 0.06% 279
2023
Q2 		$285K Sell
6,815
-656
-9% -$26.7K 0.06% 268
2023
Q1 		$304K Sell
7,471
-80
-1% -$3.25K 0.07% 259
2022
Q4 		$314K Sell
7,551
-235
-3% -$9.23K 0.07% 255
2022
Q3 		$276K Sell
7,786
-1,715
-18% -$68.3K 0.08% 259
2022
Q2 		$371K Sell
9,501
-978
-9% -$40.7K 0.09% 204
2022
Q1 		$463K Sell
10,479
-365
-3% -$16.1K 0.1% 187
2021
Q4 		$471K Sell
10,844
-200
-2% -$8.74K 0.11% 184
2021
Q3 		$473K Sell
11,044
-1,150
-9% -$49.1K 0.1% 188
2021
Q2 		$524K Sell
12,194
-398
-3% -$16.7K 0.12% 163
2021
Q1 		$531K Sell
12,592
-1,604
-11% -$62K 0.13% 150
2020
Q4 		$534K Sell
14,196
-315
-2% -$10.9K 0.15% 137
2020
Q3 		$481K Sell
14,511
-998
-6% -$32.2K 0.18% 115
2020
Q2 		$491K Sell
15,509
-3,109
-17% -$91.5K 0.2% 114
2020
Q1 		$480K Buy
18,618
+993
+6% +$32.5K 0.25% 103
2019
Q4 		$630K Sell
17,625
-542
-3% -$18.2K 0.25% 104
2019
Q3 		$584K Sell
18,167
-1,634
-8% -$52.2K 0.26% 106
2019
Q2 		$633K Sell
19,801
-220
-1% -$7K 0.28% 103
2019
Q1 		$640K Sell
20,021
-2,224
-10% -$68.3K 0.29% 95
2018
Q4 		$720K Hold
22,245
– – 0.34% 93
2018
Q3 		$720K Sell
22,245
-3,181
-13% -$101K 0.33% 93
2018
Q2 		$770K Sell
25,426
-20,408
-45% -$621K 0.38% 82
2018
Q1 		$1.37M Sell
45,834
-6,644
-13% -$207K 0.71% 41
2017
Q4 		$1.61M Buy
+52,478
New +$1.57M 0.82% 30

Other funds holding FDRR

AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

180 Wealth Advisors's FDRR Position: Q4 2024 in Review

180 Wealth Advisors sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2024, closing a stake of 5,290 shares — an estimated $272K sold.

180 Wealth Advisors first reported a position in FDRR in Q4 2017 and held it in 28 quarters. The position peaked at $1.61M in Q4 2017. 96 funds tracked by Wall St. Rank hold FDRR as of Q4 2024.

  • 180 Wealth Advisors reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q4 2024 after selling out during the quarter.
  • 180 Wealth Advisors sold 5,290 Fidelity Dividend ETF for Rising Rates shares in Q4 2024, an estimated $272K.
  • 180 Wealth Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2017 and held it in 28 quarters.
  • 180 Wealth Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $1.61M in Q4 2017.
  • 96 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2024.

Based on 180 Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.