Global Financial Private Capital’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Global Financial Private Capital’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	-8,178	Closed	-$265K	–	378
2018 Q3	$265K	Sell	8,178 -9,245	-53%	-$294K	0.01%	464
2018 Q2	$528K	Buy	17,423 +6,449	+59%	+$196K	0.02%	359
2018 Q1	$328K	Buy	+10,974	New	+$341K	0.01%	429

Other funds holding FDRR

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Financial Private Capital's FDRR Position: Q4 2018 in Review

Global Financial Private Capital sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2018, closing a stake of 8,178 shares — an estimated $265K sold.

Global Financial Private Capital first reported a position in FDRR in Q1 2018 and held it in 3 quarters. The position peaked at $528K in Q2 2018. 51 funds tracked by Wall St. Rank hold FDRR as of Q4 2018.

Global Financial Private Capital reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 8,178 Fidelity Dividend ETF for Rising Rates shares in Q4 2018, an estimated $265K.
Global Financial Private Capital first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2018 and held it in 3 quarters.
Global Financial Private Capital's Fidelity Dividend ETF for Rising Rates position peaked at $528K in Q2 2018.
51 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.