ADG Wealth Management Group’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

ADG Wealth Management 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
2026 Q2	–	Sell	-2,835	Closed	-$167K	–	45
2026 Q1	$167K	Buy	+2,835	New	+$173K	0.12%	43

Other funds holding FDRR

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ADG Wealth Management Group's FDRR Position: Q2 2026 in Review

ADG Wealth Management Group sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2026, closing a stake of 2,835 shares — an estimated $167K sold.

ADG Wealth Management Group first reported a position in FDRR in Q1 2026 and held it in 1 quarter. The position peaked at $167K in Q1 2026. 114 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

ADG Wealth Management Group reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q2 2026 after selling out during the quarter.
ADG Wealth Management Group sold 2,835 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $167K.
ADG Wealth Management Group first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2026 and held it in 1 quarter.
ADG Wealth Management Group's Fidelity Dividend ETF for Rising Rates position peaked at $167K in Q1 2026.
114 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on ADG Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.