Sage Capital Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Sage Capital 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 Q2	–	Sell	-5,000	Closed	-$222K	–	109
2022 Q1	$222K	Hold	5,000	–	–	0.09%	99
2021 Q4	$222K	Hold	5,000	–	–	0.08%	99
2021 Q3	$207K	Hold	5,000	–	–	0.09%	102
2021 Q2	$213K	Hold	5,000	–	–	0.09%	102
2021 Q1	$201K	Buy	+5,000	New	+$193K	0.09%	100

Other funds holding FDRR

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $484M AUM 11.69% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BBL

Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sage Capital Advisors's FDRR Position: Q2 2022 in Review

Sage Capital Advisors sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2022, closing a stake of 5,000 shares — an estimated $222K sold.

Sage Capital Advisors first reported a position in FDRR in Q1 2021 and held it in 5 quarters. The position peaked at $222K in Q1 2022. 87 funds tracked by Wall St. Rank hold FDRR as of Q2 2022.

Sage Capital Advisors reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q2 2022 after selling out during the quarter.
Sage Capital Advisors sold 5,000 Fidelity Dividend ETF for Rising Rates shares in Q2 2022, an estimated $222K.
Sage Capital Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2021 and held it in 5 quarters.
Sage Capital Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $222K in Q1 2022.
87 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2022.

Based on Sage Capital Advisors's 13F filing for Q2 2022, filed 6 Jul 2022.