FFA
FDRR icon

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

Founders Financial Alliance’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
2020
Q4 		– Sell
-80
Closed -$3K – 714
2020
Q3 		$3K Buy
+80
New +$2.58K ﹤0.01% 1127

Other funds holding FDRR

Bank of America
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LDFR
Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return

Founders Financial Alliance's FDRR Position: Q4 2020 in Review

Founders Financial Alliance sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2020, closing a stake of 80 shares — an estimated $3K sold.

Founders Financial Alliance first reported a position in FDRR in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 47 funds tracked by Wall St. Rank hold FDRR as of Q4 2020.

  • Founders Financial Alliance reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 80 Fidelity Dividend ETF for Rising Rates shares in Q4 2020, an estimated $3K.
  • Founders Financial Alliance first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Fidelity Dividend ETF for Rising Rates position peaked at $3K in Q3 2020.
  • 47 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.