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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIP

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

Geneva Partners Lake Geneva, Wisconsin $375M AUM 131.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LTFS

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

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Partners Group (Kansas)'s FDRR Position: Q3 2019 in Review

Financial Partners Group (Kansas) sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q3 2019, closing a stake of 51,373 shares — an estimated $1.64M sold.

Financial Partners Group (Kansas) first reported a position in FDRR in Q4 2018 and held it in 3 quarters. The position peaked at $2.51M in Q4 2018. 56 funds tracked by Wall St. Rank hold FDRR as of Q3 2019.

Financial Partners Group (Kansas) reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q3 2019 after selling out during the quarter.
Financial Partners Group (Kansas) sold 51,373 Fidelity Dividend ETF for Rising Rates shares in Q3 2019, an estimated $1.64M.
Financial Partners Group (Kansas) first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2018 and held it in 3 quarters.
Financial Partners Group (Kansas)'s Fidelity Dividend ETF for Rising Rates position peaked at $2.51M in Q4 2018.
56 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2019.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2019, filed 12 Nov 2019.