BerganKDV Wealth Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

BerganKDV Wealth Management’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 Q4	–	Sell	-33	Closed	-$1K	–	964
2020 Q3	$1K	Buy	33 +1	+3%	+$32	﹤0.01%	793
2020 Q2	$1K	Hold	32	–	–	﹤0.01%	849
2020 Q1	$1K	Hold	32	–	–	﹤0.01%	818
2019 Q4	$1K	Hold	32	–	–	﹤0.01%	843
2019 Q3	$1K	Buy	32 +1	+3%	+$32	﹤0.01%	656
2019 Q2	$1K	Hold	31	–	–	﹤0.01%	697
2019 Q1	$1K	Hold	31	–	–	﹤0.01%	691
2018 Q4	$1K	Buy	31 +1	+3%	+$31	﹤0.01%	656
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	602
2018 Q2	$1K	Buy	+30	New	+$913	﹤0.01%	626

Other funds holding FDRR

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

LDFR

Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWG

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

BerganKDV Wealth Management's FDRR Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2020, closing a stake of 33 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in FDRR in Q2 2018 and held it in 10 quarters. The position peaked at $1K in Q3 2020. 47 funds tracked by Wall St. Rank hold FDRR as of Q4 2020.

BerganKDV Wealth Management reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q4 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 33 Fidelity Dividend ETF for Rising Rates shares in Q4 2020, an estimated $1K.
BerganKDV Wealth Management first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2018 and held it in 10 quarters.
BerganKDV Wealth Management's Fidelity Dividend ETF for Rising Rates position peaked at $1K in Q3 2020.
47 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.