United Capital Financial Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

United Capital Financial 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
2020 Q2	–	Sell	-15,181	Closed	-$400K	–	1208
2020 Q1	$400K	Sell	15,181 -749,776	-98%	-$24.5M	﹤0.01%	898
2019 Q4	$27M	Buy	764,957 +9,094	+1%	+$305K	0.17%	129
2019 Q3	$24.4M	Buy	755,863 +1,076	+0.1%	+$34.4K	0.17%	137
2019 Q2	$24.1M	Buy	754,787 +4,077	+0.5%	+$130K	0.16%	141
2019 Q1	$23.7M	Buy	750,710 +20,402	+3%	+$627K	0.17%	135
2018 Q4	$20.9M	Buy	730,308 +7,176	+1%	+$220K	0.17%	130
2018 Q3	$23.4M	Buy	723,132 +8,411	+1%	+$267K	0.16%	136
2018 Q2	$21.7M	Sell	714,721 -7,080	-1%	-$215K	0.16%	139
2018 Q1	$21.6M	Buy	721,801 +6,913	+1%	+$215K	0.16%	142
2017 Q4	$21.9M	Buy	714,888 +30,592	+4%	+$915K	0.17%	136
2017 Q3	$19.9M	Buy	684,296 +143,056	+26%	+$4.08M	0.17%	137
2017 Q2	$15.3M	Buy	+541,240	New	+$15.2M	0.14%	172

Other funds holding FDRR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

LDFR

Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AIP

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geneva Partners Lake Geneva, Wisconsin $375M AUM 131.24% 1-Year Est. Return

United Capital Financial Advisors's FDRR Position: Q2 2020 in Review

United Capital Financial Advisors sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2020, closing a stake of 15,181 shares — an estimated $400K sold.

United Capital Financial Advisors first reported a position in FDRR in Q2 2017 and held it in 12 quarters. The position peaked at $27M in Q4 2019. 49 funds tracked by Wall St. Rank hold FDRR as of Q2 2020.

United Capital Financial Advisors reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 15,181 Fidelity Dividend ETF for Rising Rates shares in Q2 2020, an estimated $400K.
United Capital Financial Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2017 and held it in 12 quarters.
United Capital Financial Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $27M in Q4 2019.
49 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.