AWM
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Avior Wealth Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-115
Closed -$5.95K – 1277
2024
Q4 		$5.95K Buy
+115
New +$6.03K ﹤0.01% 1802

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return

Avior Wealth Management's FDRR Position: Q1 2025 in Review

Avior Wealth Management sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2025, closing a stake of 115 shares — an estimated $5.95K sold.

Avior Wealth Management first reported a position in FDRR in Q4 2024 and held it in 1 quarter. The position peaked at $5.95K in Q4 2024. 91 funds tracked by Wall St. Rank hold FDRR as of Q1 2025.

  • Avior Wealth Management reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 115 Fidelity Dividend ETF for Rising Rates shares in Q1 2025, an estimated $5.95K.
  • Avior Wealth Management first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Fidelity Dividend ETF for Rising Rates position peaked at $5.95K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.