Federation des caisses Desjardins du Quebec’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Federation des caisses Desjardins du Quebec’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
2025 Q1	–	Sell	-50	Closed	-$2.57K	–	2691
2024 Q4	$2.57K	Hold	50	–	–	﹤0.01%	2200
2024 Q3	$2.58K	Hold	50	–	–	﹤0.01%	2192
2024 Q2	$2.41K	Hold	50	–	–	﹤0.01%	2083
2024 Q1	$2.33K	Hold	50	–	–	﹤0.01%	2097
2023 Q4	$2.19K	Hold	50	–	–	﹤0.01%	2051
2023 Q3	$1.99K	Sell	50 -100	-67%	-$4.17K	﹤0.01%	2070
2023 Q2	$6.26K	Hold	150	–	–	﹤0.01%	1865
2023 Q1	$6.1K	Hold	150	–	–	﹤0.01%	1867
2022 Q4	$5.98K	Hold	150	–	–	﹤0.01%	1995
2022 Q3	$5.32K	Hold	150	–	–	﹤0.01%	2063
2022 Q2	$5.79K	Hold	150	–	–	﹤0.01%	2084
2022 Q1	$6.68K	Hold	150	–	–	﹤0.01%	2133
2021 Q4	$6.81K	Buy	150 +50	+50%	+$2.18K	﹤0.01%	2122
2021 Q3	$4.14K	Hold	100	–	–	﹤0.01%	2294
2021 Q2	$4.22K	Hold	100	–	–	﹤0.01%	2291
2021 Q1	$4.02K	Buy	+100	New	+$3.87K	﹤0.01%	2240
2018 Q3	–	Sell	-39	Closed	-$1.18K	–	2155
2018 Q2	$1.18K	Hold	39	–	–	﹤0.01%	2066
2018 Q1	$1.17K	Hold	39	–	–	﹤0.01%	2045
2017 Q4	$1.2K	Buy	+39	New	+$1.17K	﹤0.01%	2045

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

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

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

Federation des caisses Desjardins du Quebec's FDRR Position: Q1 2025 in Review

Federation des caisses Desjardins du Quebec sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2025, closing a stake of 50 shares — an estimated $2.57K sold.

Federation des caisses Desjardins du Quebec first reported a position in FDRR in Q4 2017 and held it in 19 quarters. The position peaked at $6.81K in Q4 2021. 91 funds tracked by Wall St. Rank hold FDRR as of Q1 2025.

Federation des caisses Desjardins du Quebec reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2025 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 50 Fidelity Dividend ETF for Rising Rates shares in Q1 2025, an estimated $2.57K.
Federation des caisses Desjardins du Quebec first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2017 and held it in 19 quarters.
Federation des caisses Desjardins du Quebec's Fidelity Dividend ETF for Rising Rates position peaked at $6.81K in Q4 2021.
91 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2025.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q1 2025, filed 15 May 2025.