Abound Wealth Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Abound Wealth Management’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	-10	Closed	-$522	–	1273
2024 Q3	$522	Buy	+10	New	+$497	﹤0.01%	869

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abound Wealth Management's FDRR Position: Q4 2024 in Review

Abound Wealth Management sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2024, closing a stake of 10 shares — an estimated $522 sold.

Abound Wealth Management first reported a position in FDRR in Q3 2024 and held it in 1 quarter. The position peaked at $522 in Q3 2024. 96 funds tracked by Wall St. Rank hold FDRR as of Q4 2024.

Abound Wealth Management reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q4 2024 after selling out during the quarter.
Abound Wealth Management sold 10 Fidelity Dividend ETF for Rising Rates shares in Q4 2024, an estimated $522.
Abound Wealth Management first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2024 and held it in 1 quarter.
Abound Wealth Management's Fidelity Dividend ETF for Rising Rates position peaked at $522 in Q3 2024.
96 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.