Cetera Advisor Networks’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Cetera Advisor Networks’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 Q1	$279K	Sell	6,003 -952	-14%	-$42.6K	﹤0.01%	2344
2023 Q4	$305K	Sell	6,955 -2,625	-27%	-$108K	﹤0.01%	2234
2023 Q3	$381K	Sell	9,580 -794	-8%	-$33.1K	﹤0.01%	1974
2023 Q2	$433K	Sell	10,374 -358	-3%	-$14.6K	﹤0.01%	1816
2023 Q1	$436K	Buy	10,732 +696	+7%	+$28.3K	﹤0.01%	1792
2022 Q4	$400K	Buy	10,036 +809	+9%	+$31.8K	﹤0.01%	1802
2022 Q3	$327K	Sell	9,227 -801	-8%	-$31.9K	﹤0.01%	1552
2022 Q2	$387K	Buy	10,028 +84	+0.8%	+$3.49K	0.01%	1452
2022 Q1	$443K	Sell	9,944 -2,170	-18%	-$95.8K	0.01%	1365
2021 Q4	$550K	Buy	12,114 +118	+1%	+$5.16K	0.01%	1225
2021 Q3	$496K	Buy	11,996 +857	+8%	+$36.6K	0.01%	1231
2021 Q2	$471K	Buy	+11,139	New	+$467K	0.01%	1213
2020 Q3	–	Sell	-1,452	Closed	-$45K	–	1808
2020 Q2	$45K	Buy	+1,452	New	+$42.8K	﹤0.01%	1958

Other funds holding FDRR

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cetera Advisor Networks's FDRR Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 14% in Q1 2024, selling an estimated $42.6K and leaving 6,003 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

Cetera Advisor Networks first reported a position in FDRR in Q2 2020 and has held it in 13 quarters since. The position peaked at $550K in Q4 2021. 89 funds tracked by Wall St. Rank hold FDRR as of Q1 2024.

Cetera Advisor Networks held 6,003 shares of Fidelity Dividend ETF for Rising Rates worth $279K as of Q1 2024.
Cetera Advisor Networks sold 952 Fidelity Dividend ETF for Rising Rates shares in Q1 2024, an estimated $42.6K.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2344 holding.
Cetera Advisor Networks first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2020 and has held it in 13 quarters since.
Cetera Advisor Networks's Fidelity Dividend ETF for Rising Rates position peaked at $550K in Q4 2021.
89 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.