Number of Shares
721,820.00
Current Holdings Value*
$39.14 Mil
% of Portfolio
2.04%
Total Estimate Gain
$9.45 Mil
% of Total Estimate Gain
13.10%

Ameritas Advisory Services, LLC's Fidelity Dividend ETF for Rising Rates Holding Summary

As of 2025-06-30, Ameritas Advisory Services, LLC held 721,820.00 shares of Fidelity Dividend ETF for Rising Rates(FDRR), totaling $39.14 Mil. This investment constitutes 2.04% of their stock portfolio, and Ameritas Advisory Services, LLC now holds 6.98% of the outstanding Fidelity Dividend ETF for Rising Rates(FDRR) stock.

The initial trade took place in 2021Q4. And since then Ameritas Advisory Services, LLC has made 10 purchases of FDRR, at an average price of $43.07, for a total of 1.68 Mil shares. In addition, there have been 4 sales at an average price of $43.25 for 953,204.00 shares. Based on historical transaction data and FDRR's current price of $55.92, Ameritas Advisory Services, LLC's estimated gain on his FDRR holdings is $9.45 Mil, reflecting a 13.10% gain to date.

Ameritas Advisory Services, LLC FDRR ($55.92) Holding Chart

Ameritas Advisory Services, LLC FDRR ($55.92) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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