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

Accurate 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
2023 Q1	–	Sell	-75	Closed	-$3.06K	–	655
2022 Q4	$3.06K	Buy	+75	New	+$2.94K	﹤0.01%	1111

Other funds holding FDRR

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

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

MWM

Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return

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

BBL

Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return

Accurate Wealth Management's FDRR Position: Q1 2023 in Review

Accurate Wealth Management sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2023, closing a stake of 75 shares — an estimated $3.06K sold.

Accurate Wealth Management first reported a position in FDRR in Q4 2022 and held it in 1 quarter. The position peaked at $3.06K in Q4 2022. 91 funds tracked by Wall St. Rank hold FDRR as of Q1 2023.

Accurate Wealth Management reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 75 Fidelity Dividend ETF for Rising Rates shares in Q1 2023, an estimated $3.06K.
Accurate Wealth Management first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Fidelity Dividend ETF for Rising Rates position peaked at $3.06K in Q4 2022.
91 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.