Simplex Trading
FDRR icon

Simplex Trading’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Simplex Trading’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
2024
Q4 		– Sell
-18
Closed – – 8833
2024
Q3 		$0 Buy
+18
New +$894 ﹤0.01% 8803

Other funds holding FDRR

AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplex Trading's FDRR Position: Q4 2024 in Review

Simplex Trading sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2024, closing a stake of 18 shares.

Simplex Trading first reported a position in FDRR in Q3 2024 and held it in 1 quarter. The position peaked at $0 in Q3 2024. 96 funds tracked by Wall St. Rank hold FDRR as of Q4 2024.

  • Simplex Trading reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q4 2024 after selling out during the quarter.
  • Simplex Trading sold 18 Fidelity Dividend ETF for Rising Rates shares in Q4 2024.
  • Simplex Trading first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2024 and held it in 1 quarter.
  • Simplex Trading's Fidelity Dividend ETF for Rising Rates position peaked at $0 in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2024.

Based on Simplex Trading's 13F filing for Q4 2024, filed 11 Feb 2025.