CCA
FDRR icon

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

Column Capital 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
2023
Q3 		$16K Sell
402
-198
-33% -$8.25K ﹤0.01% 464
2023
Q2 		$25K Hold
600
– – ﹤0.01% 411
2023
Q1 		$24.4K Hold
600
– – ﹤0.01% 422
2022
Q4 		$23.9K Hold
600
– – ﹤0.01% 399
2022
Q3 		$21K Sell
600
-98
-14% -$3.9K ﹤0.01% 379
2022
Q2 		$27K Hold
698
– – 0.01% 353
2022
Q1 		$31K Hold
698
– – 0.01% 348
2021
Q4 		$32K Buy
+698
New +$30.5K 0.01% 357

Other funds holding FDRR

AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return