AGF Investments LLC’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

AGF Investments LLC’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
2019 Q3	–	Sell	-767	Closed	-$24K	–	658
2019 Q2	$24K	Hold	767	–	–	0.01%	448
2019 Q1	$24K	Buy	767 +11	+1%	+$338	0.01%	423
2018 Q4	$22K	Buy	756 +6	+0.8%	+$184	﹤0.01%	526
2018 Q3	$24K	Buy	750 +5	+0.7%	+$159	﹤0.01%	548
2018 Q2	$23	Buy	745 +606	+436%	+$18.4K	﹤0.01%	583
2018 Q1	$4K	Buy	+139	New	+$4.32K	﹤0.01%	584

Other funds holding FDRR

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return

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

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

AGF Investments LLC's FDRR Position: Q3 2019 in Review

AGF Investments LLC sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q3 2019, closing a stake of 767 shares — an estimated $24K sold.

AGF Investments LLC first reported a position in FDRR in Q1 2018 and held it in 6 quarters. The position peaked at $24K in Q2 2019. 56 funds tracked by Wall St. Rank hold FDRR as of Q3 2019.

AGF Investments LLC reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q3 2019 after selling out during the quarter.
AGF Investments LLC sold 767 Fidelity Dividend ETF for Rising Rates shares in Q3 2019, an estimated $24K.
AGF Investments LLC first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2018 and held it in 6 quarters.
AGF Investments LLC's Fidelity Dividend ETF for Rising Rates position peaked at $24K in Q2 2019.
56 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2019.

Based on AGF Investments LLC's 13F filing for Q3 2019, filed 12 Nov 2019.