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Continuum Advisory’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-272
Closed -$13.6K – 788
2025
Q1 		$13.6K Hold
272
– – ﹤0.01% 925
2024
Q4 		$14K Hold
272
– – ﹤0.01% 922
2024
Q3 		$14.4K Hold
272
– – ﹤0.01% 912
2024
Q2 		$13.1K Hold
272
– – ﹤0.01% 874
2024
Q1 		$12.6K Buy
+272
New +$12.2K ﹤0.01% 890

Other funds holding FDRR

AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
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 $200M AUM 18.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Continuum Advisory's FDRR Position: Q2 2025 in Review

Continuum Advisory sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2025, closing a stake of 272 shares — an estimated $13.6K sold.

Continuum Advisory first reported a position in FDRR in Q1 2024 and held it in 5 quarters. The position peaked at $14.4K in Q3 2024. 91 funds tracked by Wall St. Rank hold FDRR as of Q2 2025.

  • Continuum Advisory reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 272 Fidelity Dividend ETF for Rising Rates shares in Q2 2025, an estimated $13.6K.
  • Continuum Advisory first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Fidelity Dividend ETF for Rising Rates position peaked at $14.4K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.