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Kuhn & Co Investment Counsel’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Kuhn & Co Investment Counsel’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
2024
Q1 		– Sell
-6,614
Closed -$290K – 124
2023
Q4 		$290K Buy
+6,614
New +$272K 0.3% 97

Other funds holding FDRR

AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kuhn & Co Investment Counsel's FDRR Position: Q1 2024 in Review

Kuhn & Co Investment Counsel sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2024, closing a stake of 6,614 shares — an estimated $290K sold.

Kuhn & Co Investment Counsel first reported a position in FDRR in Q4 2023 and held it in 1 quarter. The position peaked at $290K in Q4 2023. 89 funds tracked by Wall St. Rank hold FDRR as of Q1 2024.

  • Kuhn & Co Investment Counsel reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2024 after selling out during the quarter.
  • Kuhn & Co Investment Counsel sold 6,614 Fidelity Dividend ETF for Rising Rates shares in Q1 2024, an estimated $290K.
  • Kuhn & Co Investment Counsel first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2023 and held it in 1 quarter.
  • Kuhn & Co Investment Counsel's Fidelity Dividend ETF for Rising Rates position peaked at $290K in Q4 2023.
  • 89 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2024.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2024, filed 10 May 2024.