Birchwood Financial Partners’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Birchwood Financial 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 Q2	$28.2K	Buy	434 +2	+0.5%	+$128	0.02%	219
2026 Q1	$25.4K	Buy	432 +3	+0.7%	+$183	0.02%	220
2025 Q4	$26.2K	Buy	+429	New	+$25.7K	0.03%	220

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

Birchwood Financial Partners's FDRR Position: Q2 2026 in Review

Birchwood Financial Partners increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 0.46% in Q2 2026, buying an estimated $128 and bringing the position to 434 shares worth $28.2K. The position accounts for 0.02% of the portfolio, ranked #219.

Birchwood Financial Partners first reported a position in FDRR in Q4 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Birchwood Financial Partners held 434 shares of Fidelity Dividend ETF for Rising Rates worth $28.2K as of Q2 2026.
Birchwood Financial Partners bought 2 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $128.
Fidelity Dividend ETF for Rising Rates made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #219 holding.
Birchwood Financial Partners first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and has held it in 3 quarters since.
113 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.