IWM
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IHT Wealth Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

IHT Wealth Management’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
2019
Q4 		– Sell
-6,378
Closed -$206K – 631
2019
Q3 		$206K Buy
+6,378
New +$204K 0.03% 549

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IHT Wealth Management's FDRR Position: Q4 2019 in Review

IHT Wealth Management sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2019, closing a stake of 6,378 shares — an estimated $206K sold.

IHT Wealth Management first reported a position in FDRR in Q3 2019 and held it in 1 quarter. The position peaked at $206K in Q3 2019. 55 funds tracked by Wall St. Rank hold FDRR as of Q4 2019.

  • IHT Wealth Management reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q4 2019 after selling out during the quarter.
  • IHT Wealth Management sold 6,378 Fidelity Dividend ETF for Rising Rates shares in Q4 2019, an estimated $206K.
  • IHT Wealth Management first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2019 and held it in 1 quarter.
  • IHT Wealth Management's Fidelity Dividend ETF for Rising Rates position peaked at $206K in Q3 2019.
  • 55 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2019.

Based on IHT Wealth Management's 13F filing for Q4 2019, filed 18 Feb 2020.