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

Axiom Advisory’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
Q3 		$363K Buy
7,301
+154
+2% +$7.65K ﹤0.01% 243
2024
Q2 		$334K Buy
+7,147
New +$334K ﹤0.01% 245

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return

Axiom Advisory's FDRR Position: Q3 2024 in Review

Axiom Advisory increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 2.2% in Q3 2024, buying an estimated $7.65K and bringing the position to 7,301 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Axiom Advisory first reported a position in FDRR in Q2 2024 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold FDRR as of Q3 2024.

  • Axiom Advisory held 7,301 shares of Fidelity Dividend ETF for Rising Rates worth $363K as of Q3 2024.
  • Axiom Advisory bought 154 Fidelity Dividend ETF for Rising Rates shares in Q3 2024, an estimated $7.65K.
  • Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #243 holding.
  • Axiom Advisory first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2024 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.