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

Concord Wealth Partners’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	$32.9K	Buy	+507	New	+$32.5K	﹤0.01%	422
2026 Q1	–	Sell	-266	Closed	-$16.2K	–	395
2025 Q4	$16.2K	Buy	+266	New	+$16K	﹤0.01%	474

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

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

Concord Wealth Partners's FDRR Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2026: 507 shares worth $32.9K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FDRR as recently as Q4 2025.

Concord Wealth Partners first reported a position in FDRR in Q4 2025 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Concord Wealth Partners held 507 shares of Fidelity Dividend ETF for Rising Rates worth $32.9K as of Q2 2026.
Fidelity Dividend ETF for Rising Rates was a new Concord Wealth Partners position in Q2 2026.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #422 holding.
Concord Wealth Partners first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and has held it in 2 quarters since.
114 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

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