Wealthcare Advisory Partners’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Wealthcare Advisory 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
2019 Q2	–	Sell	-206	Closed	–	–	1326
2019 Q1	$0	Hold	206	–	–	﹤0.01%	1231
2018 Q4	$0	Hold	206	–	–	﹤0.01%	1218
2018 Q3	$7K	Buy	206 +1	+0.5%	+$32	﹤0.01%	930
2018 Q2	$6K	Buy	205 +2	+1%	+$61	﹤0.01%	943
2018 Q1	$6K	Buy	+203	New	+$6.31K	﹤0.01%	803

Other funds holding FDRR

UCFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 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

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's FDRR Position: Q2 2019 in Review

Wealthcare Advisory Partners sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2019, closing a stake of 206 shares.

Wealthcare Advisory Partners first reported a position in FDRR in Q1 2018 and held it in 5 quarters. The position peaked at $7K in Q3 2018. 51 funds tracked by Wall St. Rank hold FDRR as of Q2 2019.

Wealthcare Advisory Partners reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q2 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 206 Fidelity Dividend ETF for Rising Rates shares in Q2 2019.
Wealthcare Advisory Partners first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2018 and held it in 5 quarters.
Wealthcare Advisory Partners's Fidelity Dividend ETF for Rising Rates position peaked at $7K in Q3 2018.
51 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2019, filed 30 Jul 2019.