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 Q2	$505K	Buy	7,778 +41	+0.5%	+$2.63K	0.01%	1118
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 $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

Arkadios Wealth Advisors's FDRR Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 0.53% in Q2 2026, buying an estimated $2.63K and bringing the position to 7,778 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #1118.

Arkadios Wealth Advisors first reported a position in FDRR in Q2 2021 and has held it in 21 quarters since. The position peaked at $561K in Q1 2024. 114 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Arkadios Wealth Advisors held 7,778 shares of Fidelity Dividend ETF for Rising Rates worth $505K as of Q2 2026.
Arkadios Wealth Advisors bought 41 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $2.63K.
Fidelity Dividend ETF for Rising Rates made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1118 holding.
Arkadios Wealth Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2021 and has held it in 21 quarters since.
Arkadios Wealth Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $561K in Q1 2024.
114 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.