Financial Partners Group (Kansas)’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Financial Partners Group (Kansas)’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
2019 Q3	–	Sell	-51,373	Closed	-$1.64M	–	82
2019 Q2	$1.64M	Sell	51,373 -20,218	-28%	-$643K	0.77%	29
2019 Q1	$2.26M	Sell	71,591 -16,031	-18%	-$493K	1.22%	22
2018 Q4	$2.51M	Buy	+87,622	New	+$2.69M	1.64%	21

Other funds holding FDRR

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Bank of America

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

Commonwealth Equity Services

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

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cornerstone Wealth Group Huntersville, North Carolina $1.55B AUM 22.37% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors

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