Gallagher Benefit Services’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Gallagher Benefit Services’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
2022 Q4	$264K	Buy	+6,630	New	+$260K	0.06%	149

Other funds holding FDRR

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

LDFR

Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Gallagher Benefit Services's FDRR Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2022: 6,630 shares worth $264K. The stake represents 0.06% of the portfolio and ranks #149 among its holdings.

94 funds tracked by Wall St. Rank hold FDRR as of Q4 2022.

Gallagher Benefit Services held 6,630 shares of Fidelity Dividend ETF for Rising Rates worth $264K as of Q4 2022.
Fidelity Dividend ETF for Rising Rates was a new Gallagher Benefit Services position in Q4 2022.
Fidelity Dividend ETF for Rising Rates made up 0.06% of Gallagher Benefit Services's portfolio in Q4 2022, its #149 holding.
94 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.