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 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

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

Cornerstone Planning Group's FDRR Position: Q2 2026 in Review

Cornerstone Planning Group held its Fidelity Dividend ETF for Rising Rates (FDRR) position steady in Q2 2026 at 883 shares worth $59.2K. The position accounts for 0.01% of the portfolio, ranked #364.

Cornerstone Planning Group first reported a position in FDRR in Q3 2025 and has held it in 4 quarters since. 114 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Cornerstone Planning Group held 883 shares of Fidelity Dividend ETF for Rising Rates worth $59.2K as of Q2 2026.
Cornerstone Planning Group left its Fidelity Dividend ETF for Rising Rates share count unchanged in Q2 2026.
Fidelity Dividend ETF for Rising Rates made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #364 holding.
Cornerstone Planning Group first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2025 and has held it in 4 quarters since.
114 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.