Lehman Financial Resources’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Lehman Financial Resources’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
2018 Q3	$321K	Buy	+9,940	New	+$316K	0.15%	67

Other funds holding FDRR

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

Lehman Financial Resources's FDRR Position: Q3 2018 in Review

Lehman Financial Resources opened a new position in Fidelity Dividend ETF for Rising Rates (FDRR) in Q3 2018: 9,940 shares worth $321K. The stake represents 0.15% of the portfolio and ranks #67 among its holdings.

50 funds tracked by Wall St. Rank hold FDRR as of Q3 2018.

Lehman Financial Resources held 9,940 shares of Fidelity Dividend ETF for Rising Rates worth $321K as of Q3 2018.
Fidelity Dividend ETF for Rising Rates was a new Lehman Financial Resources position in Q3 2018.
Fidelity Dividend ETF for Rising Rates made up 0.15% of Lehman Financial Resources's portfolio in Q3 2018, its #67 holding.
50 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.