Advisornet Financial’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Advisornet Financial’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 Q1	$86.9K	Buy	1,478 +3	+0.2%	+$183	﹤0.01%	865
2025 Q4	$90K	Buy	1,475 +2	+0.1%	+$120	﹤0.01%	851
2025 Q3	$86.3K	Buy	1,473 +3	+0.2%	+$170	﹤0.01%	835
2025 Q2	$79.7K	Buy	1,470 +3	+0.2%	+$151	0.01%	824
2025 Q1	$73.3K	Buy	1,467 +3	+0.2%	+$156	0.01%	816
2024 Q4	$75.2K	Buy	1,464 +461	+46%	+$24.2K	0.01%	758
2024 Q3	$51.7K	Hold	1,003	–	–	﹤0.01%	896
2024 Q2	$48.4K	Hold	1,003	–	–	﹤0.01%	828
2024 Q1	$46.7K	Hold	1,003	–	–	﹤0.01%	831
2023 Q4	$44K	Hold	1,003	–	–	﹤0.01%	839
2023 Q3	$39.9K	Hold	1,003	–	–	﹤0.01%	855
2023 Q2	$41.9K	Hold	1,003	–	–	﹤0.01%	869
2023 Q1	$40.8K	Hold	1,003	–	–	﹤0.01%	849
2022 Q4	$40K	Hold	1,003	–	–	﹤0.01%	852
2022 Q3	$36K	Buy	1,003 +258	+35%	+$10.3K	﹤0.01%	938
2022 Q2	$29K	Buy	+745	New	+$31K	﹤0.01%	1017

Other funds holding FDRR

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCM

Charter Capital Management Brookfield, Wisconsin $200M AUM 18.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisornet Financial's FDRR Position: Q1 2026 in Review

Advisornet Financial increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 0.2% in Q1 2026, buying an estimated $183 and bringing the position to 1,478 shares worth $86.9K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Advisornet Financial first reported a position in FDRR in Q2 2022 and has held it in 16 quarters since. The position peaked at $90K in Q4 2025. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

Advisornet Financial held 1,478 shares of Fidelity Dividend ETF for Rising Rates worth $86.9K as of Q1 2026.
Advisornet Financial bought 3 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $183.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #865 holding.
Advisornet Financial first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2022 and has held it in 16 quarters since.
Advisornet Financial's Fidelity Dividend ETF for Rising Rates position peaked at $90K in Q4 2025.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.