GoalVest Advisory’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

GoalVest Advisory’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
2021 Q1	–	Sell	-1,572	Closed	-$58K	–	188
2020 Q4	$58K	Buy	+1,572	New	+$54.3K	0.05%	110

Other funds holding FDRR

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LDFR

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

MWM

Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

GoalVest Advisory's FDRR Position: Q1 2021 in Review

GoalVest Advisory sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2021, closing a stake of 1,572 shares — an estimated $58K sold.

GoalVest Advisory first reported a position in FDRR in Q4 2020 and held it in 1 quarter. The position peaked at $58K in Q4 2020. 50 funds tracked by Wall St. Rank hold FDRR as of Q1 2021.

GoalVest Advisory reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2021 after selling out during the quarter.
GoalVest Advisory sold 1,572 Fidelity Dividend ETF for Rising Rates shares in Q1 2021, an estimated $58K.
GoalVest Advisory first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2020 and held it in 1 quarter.
GoalVest Advisory's Fidelity Dividend ETF for Rising Rates position peaked at $58K in Q4 2020.
50 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2021.

Based on GoalVest Advisory's 13F filing for Q1 2021, filed 13 May 2021.