BDO Wealth Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

BDO 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
2018 Q2	–	Sell	-418	Closed	-$12K	–	654
2018 Q1	$12K	Buy	+418	New	+$13K	﹤0.01%	379
2017 Q3	–	Sell	-386	Closed	-$11K	–	475
2017 Q2	$11K	Buy	+386	New	+$10.8K	﹤0.01%	360

Other funds holding FDRR

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BDO Wealth Advisors's FDRR Position: Q2 2018 in Review

BDO Wealth Advisors sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2018, closing a stake of 418 shares — an estimated $12K sold.

BDO Wealth Advisors first reported a position in FDRR in Q2 2017 and held it in 2 quarters. The position peaked at $12K in Q1 2018. 42 funds tracked by Wall St. Rank hold FDRR as of Q2 2018.

BDO Wealth Advisors reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q2 2018 after selling out during the quarter.
BDO Wealth Advisors sold 418 Fidelity Dividend ETF for Rising Rates shares in Q2 2018, an estimated $12K.
BDO Wealth Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2017 and held it in 2 quarters.
BDO Wealth Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $12K in Q1 2018.
42 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2018.

Based on BDO Wealth Advisors's 13F filing for Q2 2018, filed 27 Aug 2018.