Measured Wealth Private Client Group’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Measured Wealth Private Client Group’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 Q4	–	Sell	-200	Closed	-$6K	–	298
2018 Q3	$6K	Buy	+200	New	+$6.36K	﹤0.01%	672

Other funds holding FDRR

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Measured Wealth Private Client Group's FDRR Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2018, closing a stake of 200 shares — an estimated $6K sold.

Measured Wealth Private Client Group first reported a position in FDRR in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 51 funds tracked by Wall St. Rank hold FDRR as of Q4 2018.

Measured Wealth Private Client Group reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 200 Fidelity Dividend ETF for Rising Rates shares in Q4 2018, an estimated $6K.
Measured Wealth Private Client Group first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's Fidelity Dividend ETF for Rising Rates position peaked at $6K in Q3 2018.
51 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.