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

WealthPLAN 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
2023 Q3	–	Sell	-473	Closed	-$19.7K	–	569
2023 Q2	$19.7K	Hold	473	–	–	﹤0.01%	683
2023 Q1	$19.2K	Buy	+473	New	+$19.2K	﹤0.01%	737

Other funds holding FDRR

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WealthPLAN Partners's FDRR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q3 2023, closing a stake of 473 shares — an estimated $19.7K sold.

WealthPLAN Partners first reported a position in FDRR in Q1 2023 and held it in 2 quarters. The position peaked at $19.7K in Q2 2023. 85 funds tracked by Wall St. Rank hold FDRR as of Q3 2023.

WealthPLAN Partners reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 473 Fidelity Dividend ETF for Rising Rates shares in Q3 2023, an estimated $19.7K.
WealthPLAN Partners first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Fidelity Dividend ETF for Rising Rates position peaked at $19.7K in Q2 2023.
85 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.