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Beacon Pointe Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Beacon Pointe 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
2020
Q2 		– Sell
-7,870
Closed -$208K – 404
2020
Q1 		$208K Buy
+7,870
New +$257K 0.03% 275

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BRWA
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LDFR
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UBS Group
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CWG
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIP
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Jane Street
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GP
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Beacon Pointe Advisors's FDRR Position: Q2 2020 in Review

Beacon Pointe Advisors sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2020, closing a stake of 7,870 shares — an estimated $208K sold.

Beacon Pointe Advisors first reported a position in FDRR in Q1 2020 and held it in 1 quarter. The position peaked at $208K in Q1 2020. 49 funds tracked by Wall St. Rank hold FDRR as of Q2 2020.

  • Beacon Pointe Advisors reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q2 2020 after selling out during the quarter.
  • Beacon Pointe Advisors sold 7,870 Fidelity Dividend ETF for Rising Rates shares in Q2 2020, an estimated $208K.
  • Beacon Pointe Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2020 and held it in 1 quarter.
  • Beacon Pointe Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $208K in Q1 2020.
  • 49 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2020.

Based on Beacon Pointe Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.