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Financial Consulate’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Financial Consulate’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
2018
Q4 		– Sell
-7,731
Closed -$250K – 108
2018
Q3 		$250K Buy
7,731
+895
+13% +$28.4K 0.14% 105
2018
Q2 		$207K Buy
+6,836
New +$208K 0.1% 111

Other funds holding FDRR

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Consulate's FDRR Position: Q4 2018 in Review

Financial Consulate sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2018, closing a stake of 7,731 shares — an estimated $250K sold.

Financial Consulate first reported a position in FDRR in Q2 2018 and held it in 2 quarters. The position peaked at $250K in Q3 2018. 51 funds tracked by Wall St. Rank hold FDRR as of Q4 2018.

  • Financial Consulate reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q4 2018 after selling out during the quarter.
  • Financial Consulate sold 7,731 Fidelity Dividend ETF for Rising Rates shares in Q4 2018, an estimated $250K.
  • Financial Consulate first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2018 and held it in 2 quarters.
  • Financial Consulate's Fidelity Dividend ETF for Rising Rates position peaked at $250K in Q3 2018.
  • 51 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2018.

Based on Financial Consulate's 13F filing for Q4 2018, filed 25 Jan 2019.