High Net Worth Advisory Group’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-1,414	Closed	-$56.3K	–	315
2022 Q4	$56.3K	Buy	1,414 +6	+0.4%	+$236	0.02%	310
2022 Q3	$50K	Buy	1,408 +9	+0.6%	+$358	0.02%	324
2022 Q2	$54K	Buy	1,399 +1,149	+460%	+$47.8K	0.02%	309
2022 Q1	$11K	Buy	+250	New	+$11K	﹤0.01%	518

Other funds holding FDRR

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MWM

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

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

BBL

Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return

High Net Worth Advisory Group's FDRR Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2023, closing a stake of 1,414 shares — an estimated $56.3K sold.

High Net Worth Advisory Group first reported a position in FDRR in Q1 2022 and held it in 4 quarters. The position peaked at $56.3K in Q4 2022. 91 funds tracked by Wall St. Rank hold FDRR as of Q1 2023.

High Net Worth Advisory Group reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,414 Fidelity Dividend ETF for Rising Rates shares in Q1 2023, an estimated $56.3K.
High Net Worth Advisory Group first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2022 and held it in 4 quarters.
High Net Worth Advisory Group's Fidelity Dividend ETF for Rising Rates position peaked at $56.3K in Q4 2022.
91 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.