Stratos Wealth Partners’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Stratos Wealth Partners’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
2018 Q4	–	Sell	-1,650	Closed	-$53K	–	1371
2018 Q3	$53K	Buy	+1,650	New	+$52.4K	﹤0.01%	1424
2018 Q2	–	Sell	-101	Closed	-$3K	–	1502
2018 Q1	$3K	Buy	+101	New	+$3.14K	﹤0.01%	2741

Other funds holding FDRR

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stratos Wealth Partners's FDRR Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2018, closing a stake of 1,650 shares — an estimated $53K sold.

Stratos Wealth Partners first reported a position in FDRR in Q1 2018 and held it in 2 quarters. The position peaked at $53K in Q3 2018. 51 funds tracked by Wall St. Rank hold FDRR as of Q4 2018.

Stratos Wealth Partners reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 1,650 Fidelity Dividend ETF for Rising Rates shares in Q4 2018, an estimated $53K.
Stratos Wealth Partners first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2018 and held it in 2 quarters.
Stratos Wealth Partners's Fidelity Dividend ETF for Rising Rates position peaked at $53K in Q3 2018.
51 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.