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

Cambridge 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
2022 Q3	–	Sell	-6,741	Closed	-$260K	–	176
2022 Q2	$260K	Buy	6,741 +40	+0.6%	+$1.66K	0.07%	153
2022 Q1	$298K	Buy	6,701 +36	+0.5%	+$1.59K	0.07%	152
2021 Q4	$302K	Buy	6,665 +46	+0.7%	+$2.01K	0.07%	157
2021 Q3	$274K	Sell	6,619 -2,687	-29%	-$115K	0.07%	155
2021 Q2	$393K	Sell	9,306 -377	-4%	-$15.8K	0.1%	133
2021 Q1	$389K	Sell	9,683 -546	-5%	-$21.1K	0.1%	123
2020 Q4	$377K	Buy	10,229 +78	+0.8%	+$2.69K	0.1%	117
2020 Q3	$329K	Buy	10,151 +73	+0.7%	+$2.36K	0.1%	120
2020 Q2	$310K	Buy	10,078 +63	+0.6%	+$1.85K	0.1%	116
2020 Q1	$264K	Buy	10,015 +321	+3%	+$10.5K	0.1%	118
2019 Q4	$342K	Buy	9,694 +488	+5%	+$16.4K	0.1%	117
2019 Q3	$297K	Buy	9,206 +711	+8%	+$22.7K	0.1%	107
2019 Q2	$271K	Buy	+8,495	New	+$270K	0.09%	116

Other funds holding FDRR

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

AAS

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

PAG

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

MWM

Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return

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

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

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

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

Cambridge Advisors's FDRR Position: Q3 2022 in Review

Cambridge Advisors sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q3 2022, closing a stake of 6,741 shares — an estimated $260K sold.

Cambridge Advisors first reported a position in FDRR in Q2 2019 and held it in 13 quarters. The position peaked at $393K in Q2 2021. 83 funds tracked by Wall St. Rank hold FDRR as of Q3 2022.

Cambridge Advisors reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q3 2022 after selling out during the quarter.
Cambridge Advisors sold 6,741 Fidelity Dividend ETF for Rising Rates shares in Q3 2022, an estimated $260K.
Cambridge Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2019 and held it in 13 quarters.
Cambridge Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $393K in Q2 2021.
83 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2022.

Based on Cambridge Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.