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

Atria Investments’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 Q1	–	Sell	-6,489	Closed	-$229K	–	745
2019 Q4	$229K	Sell	6,489 -111	-2%	-$3.72K	0.01%	1090
2019 Q3	$213K	Buy	6,600 +21	+0.3%	+$671	0.01%	826
2019 Q2	$204K	Sell	6,579 -179	-3%	-$5.69K	0.01%	904
2019 Q1	$213K	Buy	+6,758	New	+$208K	0.01%	840
2018 Q4	–	Sell	-6,852	Closed	-$222K	–	921
2018 Q3	$222K	Buy	6,852 +220	+3%	+$6.99K	0.01%	894
2018 Q2	$201K	Buy	+6,632	New	+$202K	0.01%	914
2018 Q1	–	Sell	-6,649	Closed	-$204K	–	883
2017 Q4	$204K	Buy	+6,649	New	+$199K	0.01%	765

Other funds holding FDRR

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CWG

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

LDFR

Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 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

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

Atria Investments's FDRR Position: Q1 2020 in Review

Atria Investments sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2020, closing a stake of 6,489 shares — an estimated $229K sold.

Atria Investments first reported a position in FDRR in Q4 2017 and held it in 7 quarters. The position peaked at $229K in Q4 2019. 53 funds tracked by Wall St. Rank hold FDRR as of Q1 2020.

Atria Investments reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2020 after selling out during the quarter.
Atria Investments sold 6,489 Fidelity Dividend ETF for Rising Rates shares in Q1 2020, an estimated $229K.
Atria Investments first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2017 and held it in 7 quarters.
Atria Investments's Fidelity Dividend ETF for Rising Rates position peaked at $229K in Q4 2019.
53 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.