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

Beacon Pointe 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
2019 Q4	$339K	Hold	9,620	–	–	0.06%	202
2019 Q3	$310K	Hold	9,620	–	–	0.07%	211
2019 Q2	$308K	Buy	9,620 +1,750	+22%	+$55.7K	0.07%	210
2019 Q1	$248K	Hold	7,870	–	–	0.06%	229
2018 Q4	$226K	Buy	+7,870	New	+$242K	0.08%	204

Other funds holding FDRR

UCFA

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

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

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

Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return

AIP

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

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

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return

LTFS

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

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

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

Beacon Pointe Wealth Advisors's FDRR Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors held its Fidelity Dividend ETF for Rising Rates (FDRR) position steady in Q4 2019 at 9,620 shares worth $339K. The position accounts for 0.06% of the portfolio, ranked #202.

Beacon Pointe Wealth Advisors first reported a position in FDRR in Q4 2018 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold FDRR as of Q4 2019.

Beacon Pointe Wealth Advisors held 9,620 shares of Fidelity Dividend ETF for Rising Rates worth $339K as of Q4 2019.
Beacon Pointe Wealth Advisors left its Fidelity Dividend ETF for Rising Rates share count unchanged in Q4 2019.
Fidelity Dividend ETF for Rising Rates made up 0.06% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #202 holding.
Beacon Pointe Wealth Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2018 and has held it in 5 quarters since.
55 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.