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

Creative Planning’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	$663K	Buy	11,272 +449	+4%	+$27.5K	﹤0.01%	2800
2025 Q4	$660K	Buy	10,823 +6,226	+135%	+$373K	﹤0.01%	2612
2025 Q3	$269K	Buy	+4,597	New	+$260K	﹤0.01%	3229
2021 Q2	–	Sell	-5,508	Closed	-$221K	–	2241
2021 Q1	$221K	Buy	+5,508	New	+$213K	﹤0.01%	2020
2017 Q3	–	Sell	-300	Closed	-$8K	–	2486
2017 Q2	$8K	Sell	300 -1,000	-77%	-$28K	﹤0.01%	3740
2017 Q1	$36K	Buy	+1,300	New	+$35.7K	﹤0.01%	2703

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 Planning's FDRR Position: Q1 2026 in Review

Creative Planning increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 4.1% in Q1 2026, buying an estimated $27.5K and bringing the position to 11,272 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #2800.

Creative Planning first reported a position in FDRR in Q1 2017 and has held it in 6 quarters since. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

Creative Planning held 11,272 shares of Fidelity Dividend ETF for Rising Rates worth $663K as of Q1 2026.
Creative Planning bought 449 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $27.5K.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2800 holding.
Creative Planning first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2017 and has held it in 6 quarters since.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.