Arax Advisory Partners’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Arax Advisory Partners’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	$255K	Sell	4,330 -11,731	-73%	-$717K	0.01%	961
2025 Q4	$980K	Buy	+16,061	New	+$963K	0.03%	387

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

Arax Advisory Partners's FDRR Position: Q1 2026 in Review

Arax Advisory Partners reduced its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 73% in Q1 2026, selling an estimated $717K and leaving 4,330 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #961.

Arax Advisory Partners first reported a position in FDRR in Q4 2025 and has held it in 2 quarters since. The position peaked at $980K in Q4 2025. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

Arax Advisory Partners held 4,330 shares of Fidelity Dividend ETF for Rising Rates worth $255K as of Q1 2026.
Arax Advisory Partners sold 11,731 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $717K.
Fidelity Dividend ETF for Rising Rates made up 0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #961 holding.
Arax Advisory Partners first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and has held it in 2 quarters since.
Arax Advisory Partners's Fidelity Dividend ETF for Rising Rates position peaked at $980K in Q4 2025.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.