Cetera Investment Advisers’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Cetera Investment Advisers’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	$6.95M	Buy	107,187 +30,385	+40%	+$1.95M	0.01%	1376
2026 Q1	$4.52M	Buy	76,802 +14,805	+24%	+$905K	﹤0.01%	1576
2025 Q4	$3.78M	Buy	61,997 +7,954	+15%	+$477K	﹤0.01%	1665
2025 Q3	$3.17M	Buy	54,043 +12,279	+29%	+$695K	﹤0.01%	1780
2025 Q2	$2.26M	Buy	41,764 +2,275	+6%	+$114K	﹤0.01%	1754
2025 Q1	$1.97M	Buy	39,489 +7,312	+23%	+$380K	﹤0.01%	1757
2024 Q4	$1.65M	Buy	32,177 +3,380	+12%	+$177K	﹤0.01%	1792
2024 Q3	$1.48M	Buy	28,797 +1,997	+7%	+$99.2K	﹤0.01%	1822
2024 Q2	$1.29M	Buy	26,800 +788	+3%	+$36.8K	﹤0.01%	1882
2024 Q1	$1.21M	Buy	26,012 +9,894	+61%	+$443K	﹤0.01%	1927
2023 Q4	$708K	Hold	16,118	–	–	0.01%	1308
2023 Q3	$641K	Hold	16,118	–	–	0.01%	1294
2023 Q2	$673K	Buy	16,118 +910	+6%	+$37.1K	0.01%	1282
2023 Q1	$618K	Buy	15,208 +285	+2%	+$11.6K	0.01%	1304
2022 Q4	$595K	Buy	14,923 +4,798	+47%	+$188K	0.01%	1281
2022 Q3	$359K	Buy	10,125 +3,475	+52%	+$138K	0.01%	1165
2022 Q2	$257K	Hold	6,650	–	–	﹤0.01%	1519
2022 Q1	$296K	Buy	+6,650	New	+$294K	﹤0.01%	1491

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Cetera Investment Advisers's FDRR Position: Q2 2026 in Review

Cetera Investment Advisers increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 40% in Q2 2026, buying an estimated $1.95M and bringing the position to 107,187 shares worth $6.95M. The position accounts for 0.01% of the portfolio, ranked #1376.

Cetera Investment Advisers first reported a position in FDRR in Q1 2022 and has held it in 18 quarters since. 113 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Cetera Investment Advisers held 107,187 shares of Fidelity Dividend ETF for Rising Rates worth $6.95M as of Q2 2026.
Cetera Investment Advisers bought 30,385 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $1.95M.
Fidelity Dividend ETF for Rising Rates made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1376 holding.
Cetera Investment Advisers first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2022 and has held it in 18 quarters since.
113 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.