BRWA
FDRR icon

B. Riley Wealth Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

B. Riley Wealth 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
2022
Q4 		– Sell
-9,030
Closed -$321K – 1524
2022
Q3 		$321K Sell
9,030
-690
-7% -$27.5K 0.01% 964
2022
Q2 		$376K Sell
9,720
-904
-9% -$37.6K 0.02% 775
2022
Q1 		$473K Buy
10,624
+3,629
+52% +$160K 0.02% 780
2021
Q4 		$318K Buy
+6,995
New +$306K 0.01% 1035
2020
Q4 		– Sell
-213,575
Closed -$6.93M – 1049
2020
Q3 		$6.93M Buy
213,575
+1,829
+0.9% +$59.1K 0.37% 67
2020
Q2 		$6.51M Sell
211,746
-18,517
-8% -$545K 0.43% 51
2020
Q1 		$6.08M Buy
230,263
+213,681
+1,289% +$6.99M 0.52% 43
2019
Q4 		$585K Buy
+16,582
New +$556K 0.05% 380

Other funds holding FDRR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LDFR
Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return