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Action Point Financial Planning’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$10.5K Buy
+162
New +$10.4K ﹤0.01% 1434

Other funds holding FDRR

AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCM
Charter Capital Management Brookfield, Wisconsin $226M AUM 25.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Action Point Financial Planning's FDRR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2026: 162 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #1434 among its holdings.

113 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

  • Action Point Financial Planning held 162 shares of Fidelity Dividend ETF for Rising Rates worth $10.5K as of Q2 2026.
  • Fidelity Dividend ETF for Rising Rates was a new Action Point Financial Planning position in Q2 2026.
  • Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1434 holding.
  • 113 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.