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

Delos Wealth 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
2024 Q1	–	Sell	-200	Closed	-$8.78K	–	386
2023 Q4	$8.78K	Hold	200	–	–	0.01%	102
2023 Q3	$8.42K	Hold	200	–	–	0.01%	144
2023 Q2	$8.35K	Hold	200	–	–	0.01%	142
2023 Q1	$8.13K	Hold	200	–	–	0.01%	140
2022 Q4	$7.97K	Hold	200	–	–	0.01%	151
2022 Q3	$7K	Buy	+200	New	+$7.96K	0.01%	157

Other funds holding FDRR

AAS

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

PAG

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Delos Wealth Advisors's FDRR Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2024, closing a stake of 200 shares — an estimated $8.78K sold.

Delos Wealth Advisors first reported a position in FDRR in Q3 2022 and held it in 6 quarters. The position peaked at $8.78K in Q4 2023. 89 funds tracked by Wall St. Rank hold FDRR as of Q1 2024.

Delos Wealth Advisors reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2024 after selling out during the quarter.
Delos Wealth Advisors sold 200 Fidelity Dividend ETF for Rising Rates shares in Q1 2024, an estimated $8.78K.
Delos Wealth Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2022 and held it in 6 quarters.
Delos Wealth Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $8.78K in Q4 2023.
89 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.