American Portfolios Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

American Portfolios 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
2022 Q3	$25.8K	Buy	727 +5	+0.7%	+$199	﹤0.01%	2057
2022 Q2	$27.9K	Buy	722 +6	+0.8%	+$250	﹤0.01%	2062
2022 Q1	$31.9K	Buy	716 +5	+0.7%	+$221	﹤0.01%	2113
2021 Q4	$32.3K	Buy	711 +3	+0.4%	+$131	﹤0.01%	2095
2021 Q3	$29.3K	Buy	708 +5	+0.7%	+$214	﹤0.01%	2078
2021 Q2	$29.7K	Buy	703 +4	+0.6%	+$168	﹤0.01%	2016
2021 Q1	$28.1K	Buy	699 +4	+0.6%	+$155	﹤0.01%	1881
2020 Q4	$25.6K	Buy	695 +223	+47%	+$7.7K	﹤0.01%	1703
2020 Q3	$15.3K	Buy	472 +152	+48%	+$4.91K	﹤0.01%	1810
2020 Q2	$9.85K	Buy	+320	New	+$9.42K	﹤0.01%	1926
2018 Q4	–	Sell	-177	Closed	-$5.73K	–	2464
2018 Q3	$5.73K	Sell	177 -3	-2%	-$95	﹤0.01%	1957
2018 Q2	$5.45K	Hold	180	–	–	﹤0.01%	1951
2018 Q1	$5.38K	Sell	180 -6,608	-97%	-$206K	﹤0.01%	1860
2017 Q4	$208K	Buy	+6,788	New	+$203K	0.03%	488

Other funds holding FDRR

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LDFR

Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return

AAS

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 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

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

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

American Portfolios Advisors's FDRR Position: Q3 2022 in Review

American Portfolios Advisors increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 0.69% in Q3 2022, buying an estimated $199 and bringing the position to 727 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

American Portfolios Advisors first reported a position in FDRR in Q4 2017 and has held it in 14 quarters since. The position peaked at $208K in Q4 2017. 83 funds tracked by Wall St. Rank hold FDRR as of Q3 2022.

American Portfolios Advisors held 727 shares of Fidelity Dividend ETF for Rising Rates worth $25.8K as of Q3 2022.
American Portfolios Advisors bought 5 Fidelity Dividend ETF for Rising Rates shares in Q3 2022, an estimated $199.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2057 holding.
American Portfolios Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2017 and has held it in 14 quarters since.
American Portfolios Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $208K in Q4 2017.
83 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.