Synovus Financial’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Synovus Financial’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 Q2	–	Sell	-4,523	Closed	-$211K	–	855
2024 Q1	$211K	Buy	+4,523	New	+$203K	﹤0.01%	806
2022 Q2	–	Sell	-4,711	Closed	-$210K	–	851
2022 Q1	$210K	Hold	4,711	–	–	﹤0.01%	803
2021 Q4	$214K	Buy	+4,711	New	+$206K	﹤0.01%	816
2021 Q3	–	Sell	-4,754	Closed	-$201K	–	836
2021 Q2	$201K	Buy	+4,754	New	+$199K	﹤0.01%	801
2020 Q3	–	Sell	-483	Closed	-$15K	–	931
2020 Q2	$15K	Sell	483 -9,562	-95%	-$282K	﹤0.01%	1146
2020 Q1	$265K	Sell	10,045 -4,025	-29%	-$132K	﹤0.01%	703
2019 Q4	$496K	Sell	14,070 -19,203	-58%	-$644K	0.01%	466
2019 Q3	$1.07M	Sell	33,273 -3,007	-8%	-$96.1K	0.02%	318
2019 Q2	$1.16M	Buy	36,280 +3,090	+9%	+$98.3K	0.02%	317
2019 Q1	$1.05M	Sell	33,190 -1,072	-3%	-$32.9K	0.02%	323
2018 Q4	$985K	Buy	+34,262	New	+$1.05M	0.02%	306

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Synovus Financial's FDRR Position: Q2 2024 in Review

Synovus Financial sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2024, closing a stake of 4,523 shares — an estimated $211K sold.

Synovus Financial first reported a position in FDRR in Q4 2018 and held it in 11 quarters. The position peaked at $1.16M in Q2 2019. 88 funds tracked by Wall St. Rank hold FDRR as of Q2 2024.

Synovus Financial reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q2 2024 after selling out during the quarter.
Synovus Financial sold 4,523 Fidelity Dividend ETF for Rising Rates shares in Q2 2024, an estimated $211K.
Synovus Financial first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2018 and held it in 11 quarters.
Synovus Financial's Fidelity Dividend ETF for Rising Rates position peaked at $1.16M in Q2 2019.
88 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2024.

Based on Synovus Financial's 13F filing for Q2 2024, filed 13 Aug 2024.