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 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 $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

AE Wealth Management's FDRR Position: Q1 2026 in Review

AE Wealth Management held its Fidelity Dividend ETF for Rising Rates (FDRR) position steady in Q1 2026 at 468 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

AE Wealth Management first reported a position in FDRR in Q4 2024 and has held it in 6 quarters since. The position peaked at $44.9K in Q2 2025. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

AE Wealth Management held 468 shares of Fidelity Dividend ETF for Rising Rates worth $27.5K as of Q1 2026.
AE Wealth Management left its Fidelity Dividend ETF for Rising Rates share count unchanged in Q1 2026.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2071 holding.
AE Wealth Management first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2024 and has held it in 6 quarters since.
AE Wealth Management's Fidelity Dividend ETF for Rising Rates position peaked at $44.9K in Q2 2025.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.