Armstrong Advisory Group’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Armstrong Advisory Group’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
2024 Q4	–	Sell	-493	Closed	-$25.4K	–	848
2024 Q3	$25.4K	Hold	493	–	–	﹤0.01%	464
2024 Q2	$23.8K	Hold	493	–	–	﹤0.01%	470
2024 Q1	$21.6K	Hold	493	–	–	﹤0.01%	469
2023 Q4	$21.6K	Hold	493	–	–	﹤0.01%	469
2023 Q3	$19.6K	Hold	493	–	–	﹤0.01%	497
2023 Q2	$20.6K	Hold	493	–	–	﹤0.01%	492
2023 Q1	$20K	Hold	493	–	–	﹤0.01%	478
2022 Q4	$19.6K	Buy	+493	New	+$19.4K	﹤0.01%	493

Other funds holding FDRR

AAS

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

PAG

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

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

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

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

Armstrong Advisory Group's FDRR Position: Q4 2024 in Review

Armstrong Advisory Group sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2024, closing a stake of 493 shares — an estimated $25.4K sold.

Armstrong Advisory Group first reported a position in FDRR in Q4 2022 and held it in 8 quarters. The position peaked at $25.4K in Q3 2024. 96 funds tracked by Wall St. Rank hold FDRR as of Q4 2024.

Armstrong Advisory Group reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q4 2024 after selling out during the quarter.
Armstrong Advisory Group sold 493 Fidelity Dividend ETF for Rising Rates shares in Q4 2024, an estimated $25.4K.
Armstrong Advisory Group first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2022 and held it in 8 quarters.
Armstrong Advisory Group's Fidelity Dividend ETF for Rising Rates position peaked at $25.4K in Q3 2024.
96 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2024.

Based on Armstrong Advisory Group's 13F filing for Q4 2024, filed 14 Jan 2025.