Atria Wealth Solutions’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.56M	Sell	28,678 -29,469	-51%	-$1.48M	0.04%	490
2025 Q1	$2.9M	Sell	58,147 -1,701	-3%	-$88.3K	0.03%	506
2024 Q4	$3.07M	Sell	59,848 -715	-1%	-$37.5K	0.03%	497
2024 Q3	$3.12M	Sell	60,563 -989	-2%	-$49.1K	0.03%	484
2024 Q2	$2.97M	Sell	61,552 -4,075	-6%	-$190K	0.03%	493
2024 Q1	$3.05M	Sell	65,627 -3,216	-5%	-$144K	0.03%	487
2023 Q4	$3.02M	Sell	68,843 -2,086	-3%	-$85.7K	0.04%	464
2023 Q3	$2.82M	Sell	70,929 -850	-1%	-$35.4K	0.04%	457
2023 Q2	$3M	Sell	71,779 -199	-0.3%	-$8.1K	0.04%	441
2023 Q1	$2.93M	Sell	71,978 -4,641	-6%	-$189K	0.04%	412
2022 Q4	$3.05M	Buy	76,619 +2,165	+3%	+$85K	0.05%	376
2022 Q3	$2.64M	Buy	74,454 +1,085	+1%	+$43.2K	0.05%	387
2022 Q2	$2.83M	Buy	73,369 +93	+0.1%	+$3.87K	0.05%	355
2022 Q1	$3.26M	Buy	+73,276	New	+$3.24M	0.05%	349

Other funds holding FDRR

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CCM

Charter Capital Management Brookfield, Wisconsin $226M AUM 25.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Geneva Partners Lake Geneva, Wisconsin $375M AUM 131.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's FDRR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 51% in Q2 2025, selling an estimated $1.48M and leaving 28,678 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #490.

Atria Wealth Solutions first reported a position in FDRR in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.26M in Q1 2022. 91 funds tracked by Wall St. Rank hold FDRR as of Q2 2025.

Atria Wealth Solutions held 28,678 shares of Fidelity Dividend ETF for Rising Rates worth $1.56M as of Q2 2025.
Atria Wealth Solutions sold 29,469 Fidelity Dividend ETF for Rising Rates shares in Q2 2025, an estimated $1.48M.
Fidelity Dividend ETF for Rising Rates made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #490 holding.
Atria Wealth Solutions first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Fidelity Dividend ETF for Rising Rates position peaked at $3.26M in Q1 2022.
91 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.