CIBC Private Wealth Group’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$63.8K	Hold	1,046	–	–	﹤0.01%	1689
2025 Q3	$61.3K	Hold	1,046	–	–	﹤0.01%	1702
2025 Q2	$56.7K	Hold	1,046	–	–	﹤0.01%	1615
2025 Q1	$46K	Hold	1,046	–	–	﹤0.01%	1656
2024 Q4	$54K	Hold	1,046	–	–	﹤0.01%	1657
2024 Q3	$53.9K	Hold	1,046	–	–	﹤0.01%	1751
2024 Q2	$51.2K	Hold	1,046	–	–	﹤0.01%	1667
2024 Q1	$48.4K	Buy	+1,046	New	+$46.9K	﹤0.01%	1697

Other funds holding FDRR

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CCM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return

CIBC Private Wealth Group's FDRR Position: Q4 2025 in Review

CIBC Private Wealth Group held its Fidelity Dividend ETF for Rising Rates (FDRR) position steady in Q4 2025 at 1,046 shares worth $63.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

CIBC Private Wealth Group first reported a position in FDRR in Q1 2024 and has held it in 8 quarters since. 112 funds tracked by Wall St. Rank hold FDRR as of Q4 2025.

CIBC Private Wealth Group held 1,046 shares of Fidelity Dividend ETF for Rising Rates worth $63.8K as of Q4 2025.
CIBC Private Wealth Group left its Fidelity Dividend ETF for Rising Rates share count unchanged in Q4 2025.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1689 holding.
CIBC Private Wealth Group first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2024 and has held it in 8 quarters since.
112 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.