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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
Q1 		– Sell
-266
Closed -$16.2K – 395
2025
Q4 		$16.2K Buy
+266
New +$16K ﹤0.01% 474

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Concord Wealth Partners's FDRR Position: Q1 2026 in Review

Concord Wealth Partners sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2026, closing a stake of 266 shares — an estimated $16.2K sold.

Concord Wealth Partners first reported a position in FDRR in Q4 2025 and held it in 1 quarter. The position peaked at $16.2K in Q4 2025. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

  • Concord Wealth Partners reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 266 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $16.2K.
  • Concord Wealth Partners first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and held it in 1 quarter.
  • Concord Wealth Partners's Fidelity Dividend ETF for Rising Rates position peaked at $16.2K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.