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

BXM Wealth’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	$208K	Buy	+3,200	New	+$205K	0.11%	154

Other funds holding FDRR

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

CDM Financial Counseling Services Norwich, Connecticut $116M AUM

BXM Wealth's FDRR Position: Q2 2026 in Review

BXM Wealth opened a new position in Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2026: 3,200 shares worth $208K. The stake represents 0.11% of the portfolio and ranks #154 among its holdings.

34 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

BXM Wealth held 3,200 shares of Fidelity Dividend ETF for Rising Rates worth $208K as of Q2 2026.
Fidelity Dividend ETF for Rising Rates was a new BXM Wealth position in Q2 2026.
Fidelity Dividend ETF for Rising Rates made up 0.11% of BXM Wealth's portfolio in Q2 2026, its #154 holding.
34 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.