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

AE Wealth Management’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	$36.9K	Buy	568 +100	+21%	+$6.4K	﹤0.01%	2150
2026 Q1	$27.5K	Hold	468	–	–	﹤0.01%	2071
2025 Q4	$28.6K	Sell	468 -20	-4%	-$1.2K	﹤0.01%	1956
2025 Q3	$28.6K	Sell	488 -340	-41%	-$19.2K	﹤0.01%	1826
2025 Q2	$44.9K	Buy	828 +150	+22%	+$7.53K	﹤0.01%	1624
2025 Q1	$33.9K	Sell	678 -185	-21%	-$9.61K	﹤0.01%	1646
2024 Q4	$44.3K	Buy	+863	New	+$45.3K	﹤0.01%	1578

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

AE Wealth Management's FDRR Position: Q2 2026 in Review

AE Wealth Management increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 21% in Q2 2026, buying an estimated $6.4K and bringing the position to 568 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

AE Wealth Management first reported a position in FDRR in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.9K in Q2 2025. 114 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

AE Wealth Management held 568 shares of Fidelity Dividend ETF for Rising Rates worth $36.9K as of Q2 2026.
AE Wealth Management bought 100 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $6.4K.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2150 holding.
AE Wealth Management first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's Fidelity Dividend ETF for Rising Rates position peaked at $44.9K in Q2 2025.
114 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.