CDM Financial Counseling Services
FDRR icon

CDM Financial Counseling Services’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

CDM Financial Counseling Services’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
Q3 		$535K Hold
7,850
– – 0.45% 49
2026
Q2 		$509K Hold
7,850
– – 0.44% 54
2026
Q1 		$462K Sell
7,850
-250
-3% -$15.3K 0.44% 55
2025
Q4 		$494K Buy
+8,100
New +$486K 0.46% 52

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CDM Financial Counseling Services's FDRR Position: Q3 2026 in Review

CDM Financial Counseling Services held its Fidelity Dividend ETF for Rising Rates (FDRR) position steady in Q3 2026 at 7,850 shares worth $535K. The position accounts for 0.45% of the portfolio, ranked #49.

CDM Financial Counseling Services first reported a position in FDRR in Q4 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold FDRR as of Q3 2026.

  • CDM Financial Counseling Services held 7,850 shares of Fidelity Dividend ETF for Rising Rates worth $535K as of Q3 2026.
  • CDM Financial Counseling Services left its Fidelity Dividend ETF for Rising Rates share count unchanged in Q3 2026.
  • Fidelity Dividend ETF for Rising Rates made up 0.45% of CDM Financial Counseling Services's portfolio in Q3 2026, its #49 holding.
  • CDM Financial Counseling Services first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and has held it in 4 quarters since.
  • 84 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2026.

Based on CDM Financial Counseling Services's 13F filing for Q3 2026, filed 15 Oct 2026.