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

Inspire 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
Q1 		– Sell
-509
Closed -$19K – 305
2020
Q4 		$19K Buy
+509
New +$17.6K 0.01% 436

Other funds holding FDRR

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return

Inspire Advisors's FDRR Position: Q1 2021 in Review

Inspire Advisors sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2021, closing a stake of 509 shares — an estimated $19K sold.

Inspire Advisors first reported a position in FDRR in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 50 funds tracked by Wall St. Rank hold FDRR as of Q1 2021.

  • Inspire Advisors reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 509 Fidelity Dividend ETF for Rising Rates shares in Q1 2021, an estimated $19K.
  • Inspire Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $19K in Q4 2020.
  • 50 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.