HHM Wealth Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

HHM Wealth Advisors’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 Q4	–	Sell	-2,326	Closed	-$96K	–	674
2021 Q3	$96K	Buy	2,326 +558	+32%	+$23.8K	0.03%	211
2021 Q2	$75K	Sell	1,768 -609	-26%	-$25.5K	0.02%	238
2021 Q1	$96K	Buy	2,377 +519	+28%	+$20.1K	0.03%	192
2020 Q4	$68K	Buy	1,858 +10	+0.5%	+$345	0.02%	220
2020 Q3	$60K	Buy	1,848 +12	+0.7%	+$388	0.02%	203
2020 Q2	$56K	Buy	1,836 +14	+0.8%	+$412	0.02%	210
2020 Q1	$48K	Buy	+1,822	New	+$59.6K	0.02%	208

Other funds holding FDRR

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HHM Wealth Advisors's FDRR Position: Q4 2021 in Review

HHM Wealth Advisors sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2021, closing a stake of 2,326 shares — an estimated $96K sold.

HHM Wealth Advisors first reported a position in FDRR in Q1 2020 and held it in 7 quarters. The position peaked at $96K in Q3 2021. 71 funds tracked by Wall St. Rank hold FDRR as of Q4 2021.

HHM Wealth Advisors reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q4 2021 after selling out during the quarter.
HHM Wealth Advisors sold 2,326 Fidelity Dividend ETF for Rising Rates shares in Q4 2021, an estimated $96K.
HHM Wealth Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2020 and held it in 7 quarters.
HHM Wealth Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $96K in Q3 2021.
71 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2021.

Based on HHM Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.