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Leo Brokerage’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Leo Brokerage’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
2022
Q2 		– Sell
-7,156
Closed -$319K – 202
2022
Q1 		$319K Buy
+7,156
New +$316K 0.05% 187
2021
Q3 		$499K Sell
12,062
-114,630
-90% -$4.9M 0.09% 106
2021
Q2 		$5.35M Buy
+126,692
New +$5.31M 1.08% 21

Other funds holding FDRR

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 $1.55T AUM 33.47% 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 $539M AUM 14.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $660M AUM 36.73% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Leo Brokerage's FDRR Position: Q2 2022 in Review

Leo Brokerage sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2022, closing a stake of 7,156 shares — an estimated $319K sold.

Leo Brokerage first reported a position in FDRR in Q2 2021 and held it in 3 quarters. The position peaked at $5.35M in Q2 2021. 87 funds tracked by Wall St. Rank hold FDRR as of Q2 2022.

  • Leo Brokerage reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q2 2022 after selling out during the quarter.
  • Leo Brokerage sold 7,156 Fidelity Dividend ETF for Rising Rates shares in Q2 2022, an estimated $319K.
  • Leo Brokerage first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2021 and held it in 3 quarters.
  • Leo Brokerage's Fidelity Dividend ETF for Rising Rates position peaked at $5.35M in Q2 2021.
  • 87 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2022.

Based on Leo Brokerage's 13F filing for Q2 2022, filed 11 Jul 2022.