Certified Advisory Corp’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-452	Closed	-$18K	–	378
2021 Q1	$18K	Buy	+452	New	+$17.5K	﹤0.01%	511
2020 Q2	$14K	Buy	444 +3	+0.7%	+$88	﹤0.01%	499
2020 Q1	$12K	Buy	441 +7	+2%	+$229	﹤0.01%	498
2019 Q4	$15K	Buy	434 +1	+0.2%	+$34	﹤0.01%	525
2019 Q3	$14K	Buy	+433	New	+$13.8K	﹤0.01%	535

Other funds holding FDRR

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

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

MWM

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

Leo Brokerage Hurst, Texas $876M AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Certified Advisory Corp's FDRR Position: Q2 2021 in Review

Certified Advisory Corp sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2021, closing a stake of 452 shares — an estimated $18K sold.

Certified Advisory Corp first reported a position in FDRR in Q3 2019 and held it in 5 quarters. The position peaked at $18K in Q1 2021. 57 funds tracked by Wall St. Rank hold FDRR as of Q2 2021.

Certified Advisory Corp reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 452 Fidelity Dividend ETF for Rising Rates shares in Q2 2021, an estimated $18K.
Certified Advisory Corp first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2019 and held it in 5 quarters.
Certified Advisory Corp's Fidelity Dividend ETF for Rising Rates position peaked at $18K in Q1 2021.
57 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.