Creative Financial Designs’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Creative Financial Designs’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	$1.91M	Buy	32,452 +1,366	+4%	+$83.5K	0.12%	156
2025 Q4	$1.9M	Buy	31,086 +7,321	+31%	+$439K	0.12%	151
2025 Q3	$1.39M	Buy	23,765 +16,510	+228%	+$934K	0.09%	185
2025 Q2	$393K	Buy	7,255 +190	+3%	+$9.54K	0.03%	345
2025 Q1	$353K	Buy	7,065 +1,007	+17%	+$52.3K	0.03%	336
2024 Q4	$311K	Buy	6,058 +319	+6%	+$16.7K	0.03%	362
2024 Q3	$296K	Buy	5,739 +450	+9%	+$22.3K	0.02%	368
2024 Q2	$255K	Sell	5,289 -315	-6%	-$14.7K	0.02%	383
2024 Q1	$261K	Sell	5,604 -5,053	-47%	-$226K	0.02%	363
2023 Q4	$468K	Sell	10,657 -898	-8%	-$36.9K	0.05%	254
2023 Q3	$460K	Buy	11,555 +42	+0.4%	+$1.75K	0.05%	227
2023 Q2	$481K	Buy	11,513 +536	+5%	+$21.8K	0.06%	219
2023 Q1	$446K	Sell	10,977 -621	-5%	-$25.2K	0.06%	219
2022 Q4	$462K	Sell	11,598 -94	-0.8%	-$3.69K	0.07%	204
2022 Q3	$415K	Sell	11,692 -958	-8%	-$38.1K	0.07%	201
2022 Q2	$489K	Sell	12,650 -50	-0.4%	-$2.08K	0.08%	182
2022 Q1	$565K	Buy	12,700 +7,128	+128%	+$315K	0.09%	176
2021 Q4	$253K	Buy	+5,572	New	+$243K	0.04%	269
2018 Q4	–	Sell	-700	Closed	-$23K	–	637
2018 Q3	$23K	Hold	700	–	–	0.01%	312
2018 Q2	$21K	Hold	700	–	–	0.01%	350
2018 Q1	$21K	Hold	700	–	–	0.01%	316
2017 Q4	$21K	Hold	700	–	–	0.01%	307
2017 Q3	$20K	Buy	+700	New	+$20K	0.01%	336

Other funds holding FDRR

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCM

Charter Capital Management Brookfield, Wisconsin $200M AUM 18.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Creative Financial Designs's FDRR Position: Q1 2026 in Review

Creative Financial Designs increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 4.4% in Q1 2026, buying an estimated $83.5K and bringing the position to 32,452 shares worth $1.91M. The position accounts for 0.12% of the portfolio, ranked #156.

Creative Financial Designs first reported a position in FDRR in Q3 2017 and has held it in 23 quarters since. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

Creative Financial Designs held 32,452 shares of Fidelity Dividend ETF for Rising Rates worth $1.91M as of Q1 2026.
Creative Financial Designs bought 1,366 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $83.5K.
Fidelity Dividend ETF for Rising Rates made up 0.12% of Creative Financial Designs's portfolio in Q1 2026, its #156 holding.
Creative Financial Designs first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2017 and has held it in 23 quarters since.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.