Cornerstone Planning Group’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Cornerstone Planning 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
2026 Q3	–	Sell	-883	Closed	-$59.2K	–	678
2026 Q2	$59.2K	Hold	883	–	–	0.01%	364
2026 Q1	$55.9K	Buy	883 +63	+8%	+$3.85K	0.01%	370
2025 Q4	$50.9K	Hold	820	–	–	0.01%	341
2025 Q3	$49.2K	Buy	+820	New	+$46.4K	0.01%	348

Other funds holding FDRR

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

BLC

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

CFCS

CDM Financial Counseling Services Norwich, Connecticut $119M AUM 21.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cornerstone Planning Group's FDRR Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q3 2026, closing a stake of 883 shares — an estimated $59.2K sold.

Cornerstone Planning Group first reported a position in FDRR in Q3 2025 and held it in 4 quarters. The position peaked at $59.2K in Q2 2026. 20 funds tracked by Wall St. Rank hold FDRR as of Q3 2026.

Cornerstone Planning Group reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 883 Fidelity Dividend ETF for Rising Rates shares in Q3 2026, an estimated $59.2K.
Cornerstone Planning Group first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2025 and held it in 4 quarters.
Cornerstone Planning Group's Fidelity Dividend ETF for Rising Rates position peaked at $59.2K in Q2 2026.
20 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.