Ameritas Investment Company’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Ameritas Investment Company’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
2021 Q3	$989K	Buy	23,897 +22,142	+1,262%	+$946K	0.05%	275
2021 Q2	$807K	Buy	1,755 +1,339	+322%	+$56.1K	0.04%	323
2021 Q1	$16.7K	Buy	+416	New	+$16.1K	﹤0.01%	1359
2020 Q2	–	Sell	-1,949	Closed	-$50K	–	725
2020 Q1	$50K	Sell	1,949 -473	-20%	-$15.5K	0.01%	701
2019 Q4	$85K	Buy	2,422 +5	+0.2%	+$168	0.02%	490
2019 Q3	$78K	Buy	+2,417	New	+$77.2K	0.02%	544

Other funds holding FDRR

PAG

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Ameritas Investment Company's FDRR Position: Q3 2021 in Review

Ameritas Investment Company increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 1,262% in Q3 2021, buying an estimated $946K and bringing the position to 23,897 shares worth $989K. The position accounts for 0.05% of the portfolio, ranked #275.

Ameritas Investment Company first reported a position in FDRR in Q3 2019 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold FDRR as of Q3 2021.

Ameritas Investment Company held 23,897 shares of Fidelity Dividend ETF for Rising Rates worth $989K as of Q3 2021.
Ameritas Investment Company bought 22,142 Fidelity Dividend ETF for Rising Rates shares in Q3 2021, an estimated $946K.
Fidelity Dividend ETF for Rising Rates made up 0.05% of Ameritas Investment Company's portfolio in Q3 2021, its #275 holding.
Ameritas Investment Company first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2019 and has held it in 6 quarters since.
58 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.