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NBC Securities’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

NBC Securities’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
2023
Q4 		– Sell
-350
Closed -$13K – 2152
2023
Q3 		$13K Buy
+350
New +$14.6K ﹤0.01% 1615

Other funds holding FDRR

AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NBC Securities's FDRR Position: Q4 2023 in Review

NBC Securities sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2023, closing a stake of 350 shares — an estimated $13K sold.

NBC Securities first reported a position in FDRR in Q3 2023 and held it in 1 quarter. The position peaked at $13K in Q3 2023. 86 funds tracked by Wall St. Rank hold FDRR as of Q4 2023.

  • NBC Securities reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q4 2023 after selling out during the quarter.
  • NBC Securities sold 350 Fidelity Dividend ETF for Rising Rates shares in Q4 2023, an estimated $13K.
  • NBC Securities first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2023 and held it in 1 quarter.
  • NBC Securities's Fidelity Dividend ETF for Rising Rates position peaked at $13K in Q3 2023.
  • 86 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2023.

Based on NBC Securities's 13F filing for Q4 2023, filed 7 Feb 2024.