Weaver Consulting Group’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Weaver Consulting Group’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 Q4	–	Sell	-301	Closed	-$10K	–	395
2020 Q3	$10K	Hold	301	–	–	0.01%	564
2020 Q2	$9K	Sell	301 -500	-62%	-$14.7K	0.01%	558
2020 Q1	$21K	Sell	801 -185	-19%	-$6.05K	0.01%	328
2019 Q4	$32K	Hold	986	–	–	0.02%	296
2019 Q3	$32K	Hold	986	–	–	0.02%	276
2019 Q2	$31K	Hold	986	–	–	0.02%	274
2019 Q1	$31K	Buy	+986	New	+$30.3K	0.01%	589

Other funds holding FDRR

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

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

LDFR

Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWG

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Weaver Consulting Group's FDRR Position: Q4 2020 in Review

Weaver Consulting Group sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2020, closing a stake of 301 shares — an estimated $10K sold.

Weaver Consulting Group first reported a position in FDRR in Q1 2019 and held it in 7 quarters. The position peaked at $32K in Q4 2019. 47 funds tracked by Wall St. Rank hold FDRR as of Q4 2020.

Weaver Consulting Group reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 301 Fidelity Dividend ETF for Rising Rates shares in Q4 2020, an estimated $10K.
Weaver Consulting Group first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's Fidelity Dividend ETF for Rising Rates position peaked at $32K in Q4 2019.
47 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.