Cambridge Investment Research Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Cambridge Investment Research 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	$5.98M	Buy	92,175 +214	+0.2%	+$13.7K	0.01%	925
2026 Q1	$5.41M	Buy	91,961 +6,723	+8%	+$411K	0.01%	922
2025 Q4	$5.2M	Sell	85,238 -1,491	-2%	-$89.4K	0.01%	910
2025 Q3	$5.08M	Buy	86,729 +17,361	+25%	+$982K	0.01%	903
2025 Q2	$3.76M	Sell	69,368 -18,854	-21%	-$946K	0.01%	1011
2025 Q1	$4.41M	Buy	88,222 +196	+0.2%	+$10.2K	0.01%	877
2024 Q4	$4.52M	Buy	88,026 +920	+1%	+$48.3K	0.02%	861
2024 Q3	$4.49M	Sell	87,106 -15,913	-15%	-$790K	0.02%	854
2024 Q2	$4.97M	Buy	103,019 +601	+0.6%	+$28.1K	0.02%	757
2024 Q1	$4.77M	Sell	102,418 -789	-0.8%	-$35.3K	0.02%	776
2023 Q4	$4.53M	Sell	103,207 -616	-0.6%	-$25.3K	0.02%	752
2023 Q3	$4.13M	Buy	103,823 +1,712	+2%	+$71.3K	0.02%	751
2023 Q2	$4.26M	Sell	102,111 -1,817	-2%	-$74K	0.02%	742
2023 Q1	$4.23M	Buy	103,928 +76	+0.1%	+$3.09K	0.02%	722
2022 Q4	$4.14M	Buy	103,852 +35	+0%	+$1.37K	0.02%	687
2022 Q3	$3.68M	Buy	103,817 +4,348	+4%	+$173K	0.02%	705
2022 Q2	$3.84M	Buy	99,469 +2,880	+3%	+$120K	0.02%	712
2022 Q1	$4.3M	Buy	96,589 +7,214	+8%	+$319K	0.02%	703
2021 Q4	$4.05M	Buy	89,375 +6,741	+8%	+$295K	0.02%	743
2021 Q3	$3.42M	Buy	82,634 +466	+0.6%	+$19.9K	0.02%	797
2021 Q2	$3.47M	Buy	82,168 +4,123	+5%	+$173K	0.02%	812
2021 Q1	$3.14M	Buy	78,045 +1,926	+3%	+$74.5K	0.02%	777
2020 Q4	$2.8M	Sell	76,119 -1,652	-2%	-$57K	0.02%	746
2020 Q3	$2.52M	Buy	77,771 +13,043	+20%	+$421K	0.02%	692
2020 Q2	$1.99M	Sell	64,728 -8,496	-12%	-$250K	0.02%	778
2020 Q1	$1.93M	Buy	73,224 +180	+0.2%	+$5.88K	0.02%	681
2019 Q4	$2.58M	Sell	73,044 -846	-1%	-$28.4K	0.02%	680
2019 Q3	$2.38M	Sell	73,890 -4,710	-6%	-$150K	0.02%	677
2019 Q2	$2.51M	Sell	78,600 -5,271	-6%	-$168K	0.02%	636
2019 Q1	$2.65M	Sell	83,871 -640	-0.8%	-$19.7K	0.03%	607
2018 Q4	$2.42M	Buy	84,511 +14,382	+21%	+$442K	0.03%	565
2018 Q3	$2.27M	Buy	70,129 +12,310	+21%	+$391K	0.02%	639
2018 Q2	$1.75M	Sell	57,819 -3,502	-6%	-$107K	0.02%	697
2018 Q1	$1.83M	Buy	61,321 +6,427	+12%	+$200K	0.02%	655
2017 Q4	$1.68M	Buy	54,894 +9,265	+20%	+$277K	0.02%	647
2017 Q3	$1.33M	Buy	45,629 +18,224	+66%	+$520K	0.02%	703
2017 Q2	$774K	Buy	27,405 +7,412	+37%	+$208K	0.01%	936
2017 Q1	$556K	Buy	+19,993	New	+$549K	0.01%	1015

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cambridge Investment Research Advisors's FDRR Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 0.23% in Q2 2026, buying an estimated $13.7K and bringing the position to 92,175 shares worth $5.98M. The position accounts for 0.01% of the portfolio, ranked #925.

Cambridge Investment Research Advisors first reported a position in FDRR in Q1 2017 and has held it in 38 quarters since. 113 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Cambridge Investment Research Advisors held 92,175 shares of Fidelity Dividend ETF for Rising Rates worth $5.98M as of Q2 2026.
Cambridge Investment Research Advisors bought 214 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $13.7K.
Fidelity Dividend ETF for Rising Rates made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #925 holding.
Cambridge Investment Research Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2017 and has held it in 38 quarters since.
113 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.