Beck Bode LLC’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Beck Bode LLC’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	7,789 +65	+0.8%	+$4.16K	0.08%	65
2026 Q1	$454K	Sell	7,724 -1,290	-14%	-$78.9K	0.08%	62
2025 Q4	$550K	Sell	9,014 -404	-4%	-$24.2K	0.09%	61
2025 Q3	$552K	Sell	9,418 -1,894	-17%	-$107K	0.09%	61
2025 Q2	$613K	Sell	11,312 -5,145	-31%	-$258K	0.1%	66
2025 Q1	$822K	Sell	16,457 -4,958	-23%	-$257K	0.15%	63
2024 Q4	$1.1M	Sell	21,415 -9,864	-32%	-$517K	0.2%	60
2024 Q3	$1.61M	Sell	31,279 -13,145	-30%	-$653K	0.3%	53
2024 Q2	$2.14M	Sell	44,424 -25,708	-37%	-$1.2M	0.43%	47
2024 Q1	$3.26M	Sell	70,132 -11,072	-14%	-$496K	0.67%	46
2023 Q4	$3.57M	Sell	81,204 -6,154	-7%	-$253K	0.8%	43
2023 Q3	$3.47M	Sell	87,358 -4,484	-5%	-$187K	0.89%	42
2023 Q2	$3.83M	Sell	91,842 -6,709	-7%	-$273K	0.93%	39
2023 Q1	$4.01M	Sell	98,551 -12,912	-12%	-$524K	0.98%	35
2022 Q4	$4.44M	Sell	111,463 -6,849	-6%	-$269K	1%	30
2022 Q3	$4.2M	Sell	118,312 -74,398	-39%	-$2.96M	0.91%	33
2022 Q2	$7.44M	Buy	+192,710	New	+$8.02M	1.58%	20

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

Beck Bode LLC's FDRR Position: Q2 2026 in Review

Beck Bode LLC increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 0.84% in Q2 2026, buying an estimated $4.16K and bringing the position to 7,789 shares worth $505K. The position accounts for 0.08% of the portfolio, ranked #65.

Beck Bode LLC first reported a position in FDRR in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.44M in Q2 2022. 114 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Beck Bode LLC held 7,789 shares of Fidelity Dividend ETF for Rising Rates worth $505K as of Q2 2026.
Beck Bode LLC bought 65 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $4.16K.
Fidelity Dividend ETF for Rising Rates made up 0.08% of Beck Bode LLC's portfolio in Q2 2026, its #65 holding.
Beck Bode LLC first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2022 and has held it in 17 quarters since.
Beck Bode LLC's Fidelity Dividend ETF for Rising Rates position peaked at $7.44M in Q2 2022.
114 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Beck Bode LLC's 13F filing for Q2 2026, filed 13 Aug 2026.