TCI Wealth Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-1,229	Closed	-$50K	–	907
2023 Q1	$50K	Buy	1,229 +1,049	+583%	+$42.6K	0.01%	434
2022 Q4	$7.17K	Buy	180 +1	+0.6%	+$39	﹤0.01%	1293
2022 Q3	$6K	Buy	179 +76	+74%	+$3.02K	﹤0.01%	1332
2022 Q2	$4K	Buy	103 +51	+98%	+$2.12K	﹤0.01%	1618
2022 Q1	$2K	Hold	52	–	–	﹤0.01%	1973
2021 Q4	$2K	Buy	52 +1	+2%	+$44	﹤0.01%	2082
2021 Q3	$2K	Hold	51	–	–	﹤0.01%	2115
2021 Q2	$2K	Hold	51	–	–	﹤0.01%	1999
2021 Q1	$2K	Buy	51 +21	+70%	+$812	﹤0.01%	1739
2020 Q4	$1K	Hold	30	–	–	﹤0.01%	1372
2020 Q3	$1K	Buy	+30	New	+$969	﹤0.01%	1318

Other funds holding FDRR

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

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

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

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

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

BBL

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

TCI Wealth Advisors's FDRR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2023, closing a stake of 1,229 shares — an estimated $50K sold.

TCI Wealth Advisors first reported a position in FDRR in Q3 2020 and held it in 11 quarters. The position peaked at $50K in Q1 2023. 85 funds tracked by Wall St. Rank hold FDRR as of Q2 2023.

TCI Wealth Advisors reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,229 Fidelity Dividend ETF for Rising Rates shares in Q2 2023, an estimated $50K.
TCI Wealth Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2020 and held it in 11 quarters.
TCI Wealth Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $50K in Q1 2023.
85 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.