Cape Investment Advisory, Inc.
Position in FDRR — Fidelity Dividend ETF for Rising Rates
CIK 1944437
MCDONOUGH, GA
All Filings in FDRR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 FDRR | $23,126 | 379 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 FDRR | $22,216 | 379 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 FDRR | $20,552 | 379 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 FDRR | $18,931 | 379 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 FDRR | $19,472 | 379 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 FDRR | $19,518 | 379 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FDRR | $18,286 | 379 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 FDRR | $17,642 | 379 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 FDRR | $16,641 | 379 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 FDRR | $15,072 | 379 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 FDRR | $15,819 | 379 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 FDRR | $15,410 | 379 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||