Steward Partners Investment Advisory’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-35	Closed	-$1.4K	–	3346
2022 Q4	$1.4K	Buy	+35	New	+$1.37K	﹤0.01%	3087
2020 Q1	–	Sell	-1,000	Closed	-$35K	–	2556
2019 Q4	$35K	Hold	1,000	–	–	﹤0.01%	1548
2019 Q3	$32K	Buy	+1,000	New	+$31.9K	﹤0.01%	1548

Other funds holding FDRR

AAS

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MWM

Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return

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

BBL

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

Steward Partners Investment Advisory's FDRR Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2023, closing a stake of 35 shares — an estimated $1.4K sold.

Steward Partners Investment Advisory first reported a position in FDRR in Q3 2019 and held it in 3 quarters. The position peaked at $35K in Q4 2019. 91 funds tracked by Wall St. Rank hold FDRR as of Q1 2023.

Steward Partners Investment Advisory reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 35 Fidelity Dividend ETF for Rising Rates shares in Q1 2023, an estimated $1.4K.
Steward Partners Investment Advisory first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2019 and held it in 3 quarters.
Steward Partners Investment Advisory's Fidelity Dividend ETF for Rising Rates position peaked at $35K in Q4 2019.
91 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.