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Blue Trust Inc’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Blue Trust Inc’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
2024
Q3 		– Sell
-350
Closed -$16.3K – 2930
2024
Q2 		$16.3K Hold
350
– – ﹤0.01% 1750
2024
Q1 		$16.3K Buy
+350
New +$15.7K ﹤0.01% 1306

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GP
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Blue Trust Inc's FDRR Position: Q3 2024 in Review

Blue Trust Inc sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q3 2024, closing a stake of 350 shares — an estimated $16.3K sold.

Blue Trust Inc first reported a position in FDRR in Q1 2024 and held it in 2 quarters. The position peaked at $16.3K in Q2 2024. 91 funds tracked by Wall St. Rank hold FDRR as of Q3 2024.

  • Blue Trust Inc reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q3 2024 after selling out during the quarter.
  • Blue Trust Inc sold 350 Fidelity Dividend ETF for Rising Rates shares in Q3 2024, an estimated $16.3K.
  • Blue Trust Inc first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2024 and held it in 2 quarters.
  • Blue Trust Inc's Fidelity Dividend ETF for Rising Rates position peaked at $16.3K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.