Briaud Financial Planning’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Briaud Financial Planning’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
2022 Q4	–	Sell	-6,100	Closed	-$240K	–	28
2022 Q3	$240K	Hold	6,100	–	–	0.21%	25
2022 Q2	$235K	Buy	+6,100	New	+$254K	0.15%	25

Other funds holding FDRR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

LDFR

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Briaud Financial Planning's FDRR Position: Q4 2022 in Review

Briaud Financial Planning sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2022, closing a stake of 6,100 shares — an estimated $240K sold.

Briaud Financial Planning first reported a position in FDRR in Q2 2022 and held it in 2 quarters. The position peaked at $240K in Q3 2022. 94 funds tracked by Wall St. Rank hold FDRR as of Q4 2022.

Briaud Financial Planning reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q4 2022 after selling out during the quarter.
Briaud Financial Planning sold 6,100 Fidelity Dividend ETF for Rising Rates shares in Q4 2022, an estimated $240K.
Briaud Financial Planning first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2022 and held it in 2 quarters.
Briaud Financial Planning's Fidelity Dividend ETF for Rising Rates position peaked at $240K in Q3 2022.
94 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2022.

Based on Briaud Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.