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Tidal Investments’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Tidal Investments’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
Q3 		– Sell
-9,045
Closed -$436K – 1880
2024
Q2 		$436K Buy
9,045
+4,140
+84% +$193K 0.01% 1364
2024
Q1 		$228K Buy
+4,905
New +$220K ﹤0.01% 1524

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
GP
Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return

Tidal Investments's FDRR Position: Q3 2024 in Review

Tidal Investments sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q3 2024, closing a stake of 9,045 shares — an estimated $436K sold.

Tidal Investments first reported a position in FDRR in Q1 2024 and held it in 2 quarters. The position peaked at $436K in Q2 2024. 91 funds tracked by Wall St. Rank hold FDRR as of Q3 2024.

  • Tidal Investments reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q3 2024 after selling out during the quarter.
  • Tidal Investments sold 9,045 Fidelity Dividend ETF for Rising Rates shares in Q3 2024, an estimated $436K.
  • Tidal Investments first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2024 and held it in 2 quarters.
  • Tidal Investments's Fidelity Dividend ETF for Rising Rates position peaked at $436K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2024.

Based on Tidal Investments's 13F filing for Q3 2024, filed 14 Nov 2024.