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WFG Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

WFG 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
2017
Q2 		$171K Buy
6,046
+1,727
+40% +$48.4K 0.04% 403
2017
Q1 		$120K Buy
+4,319
New +$119K 0.03% 446

Other funds holding FDRR

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WFG Advisors's FDRR Position: Q2 2017 in Review

WFG Advisors increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 40% in Q2 2017, buying an estimated $48.4K and bringing the position to 6,046 shares worth $171K. The position accounts for 0.04% of the portfolio, ranked #403.

WFG Advisors first reported a position in FDRR in Q1 2017 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold FDRR as of Q2 2017.

  • WFG Advisors held 6,046 shares of Fidelity Dividend ETF for Rising Rates worth $171K as of Q2 2017.
  • WFG Advisors bought 1,727 Fidelity Dividend ETF for Rising Rates shares in Q2 2017, an estimated $48.4K.
  • Fidelity Dividend ETF for Rising Rates made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #403 holding.
  • WFG Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2017 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.