Arkadios Wealth Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Arkadios Wealth Advisors’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	$455K	Buy	7,737 +38	+0.5%	+$2.32K	0.01%	1160
2025 Q4	$470K	Buy	7,699 +35	+0.5%	+$2.1K	0.01%	1043
2025 Q3	$449K	Buy	7,664 +35	+0.5%	+$1.98K	0.01%	979
2025 Q2	$414K	Buy	7,629 +497	+7%	+$24.9K	0.01%	929
2025 Q1	$356K	Buy	7,132 +37	+0.5%	+$1.92K	0.01%	833
2024 Q4	$365K	Sell	7,095 -1,944	-22%	-$102K	0.02%	659
2024 Q3	$465K	Sell	9,039 -4	-0%	-$199	0.03%	563
2024 Q2	$436K	Sell	9,043 -3,016	-25%	-$141K	0.03%	500
2024 Q1	$561K	Buy	12,059 +40	+0.3%	+$1.79K	0.04%	361
2023 Q4	$528K	Sell	12,019 -261	-2%	-$10.7K	0.04%	353
2023 Q3	$488K	Buy	12,280 +2,755	+29%	+$115K	0.05%	345
2023 Q2	$398K	Buy	9,525 +55	+0.6%	+$2.24K	0.05%	363
2023 Q1	$385K	Buy	9,470 +57	+0.6%	+$2.31K	0.05%	368
2022 Q4	$375K	Buy	9,413 +29	+0.3%	+$1.14K	0.05%	346
2022 Q3	$333K	Buy	9,384 +46	+0.5%	+$1.83K	0.05%	349
2022 Q2	$361K	Sell	9,338 -200	-2%	-$8.32K	0.05%	352
2022 Q1	$425K	Sell	9,538 -1,500	-14%	-$66.2K	0.06%	348
2021 Q4	$501K	Sell	11,038 -12	-0.1%	-$524	0.07%	323
2021 Q3	$457K	Hold	11,050	–	–	0.07%	311
2021 Q2	$466K	Buy	+11,050	New	+$463K	0.06%	347

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

Arkadios Wealth Advisors's FDRR Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 0.49% in Q1 2026, buying an estimated $2.32K and bringing the position to 7,737 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #1160.

Arkadios Wealth Advisors first reported a position in FDRR in Q2 2021 and has held it in 20 quarters since. The position peaked at $561K in Q1 2024. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

Arkadios Wealth Advisors held 7,737 shares of Fidelity Dividend ETF for Rising Rates worth $455K as of Q1 2026.
Arkadios Wealth Advisors bought 38 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $2.32K.
Fidelity Dividend ETF for Rising Rates made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1160 holding.
Arkadios Wealth Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2021 and has held it in 20 quarters since.
Arkadios Wealth Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $561K in Q1 2024.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.