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Realta Investment Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Realta Investment Advisors’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
Q4 		– Sell
-365
Closed -$13K – 860
2022
Q3 		$13K Buy
+365
New +$14.5K ﹤0.01% 659

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PAG
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MWM
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Osaic Holdings
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UBS Group
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Realta Investment Advisors's FDRR Position: Q4 2022 in Review

Realta Investment Advisors sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2022, closing a stake of 365 shares — an estimated $13K sold.

Realta Investment Advisors first reported a position in FDRR in Q3 2022 and held it in 1 quarter. The position peaked at $13K in Q3 2022. 94 funds tracked by Wall St. Rank hold FDRR as of Q4 2022.

  • Realta Investment Advisors reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q4 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 365 Fidelity Dividend ETF for Rising Rates shares in Q4 2022, an estimated $13K.
  • Realta Investment Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2022 and held it in 1 quarter.
  • Realta Investment Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $13K in Q3 2022.
  • 94 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2022.

Based on Realta Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.