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

Argent 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
2020
Q2 		– Sell
-15,589
Closed -$411K – 132
2020
Q1 		$411K Sell
15,589
-19,649
-56% -$642K 0.41% 64
2019
Q4 		$1.24M Buy
+35,238
New +$1.18M 0.93% 21

Other funds holding FDRR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LDFR
Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return

Argent Advisors's FDRR Position: Q2 2020 in Review

Argent Advisors sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2020, closing a stake of 15,589 shares — an estimated $411K sold.

Argent Advisors first reported a position in FDRR in Q4 2019 and held it in 2 quarters. The position peaked at $1.24M in Q4 2019. 49 funds tracked by Wall St. Rank hold FDRR as of Q2 2020.

  • Argent Advisors reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q2 2020 after selling out during the quarter.
  • Argent Advisors sold 15,589 Fidelity Dividend ETF for Rising Rates shares in Q2 2020, an estimated $411K.
  • Argent Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2019 and held it in 2 quarters.
  • Argent Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $1.24M in Q4 2019.
  • 49 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2020.

Based on Argent Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.