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

Csenge Advisory 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	$288K	Buy	4,444 +27	+0.6%	+$1.73K	0.01%	612
2026 Q1	$260K	Buy	4,417 +25	+0.6%	+$1.53K	0.01%	617
2025 Q4	$268K	Sell	4,392 -85	-2%	-$5.1K	0.01%	603
2025 Q3	$262K	Buy	4,477 +55	+1%	+$3.11K	0.01%	584
2025 Q2	$228K	Hold	4,422	–	–	0.01%	628
2025 Q1	$207K	Buy	4,422 +25	+0.6%	+$1.3K	0.01%	630
2024 Q4	$226K	Buy	4,397 +38	+0.9%	+$1.99K	0.01%	627
2024 Q3	$227K	Buy	4,359 +22	+0.5%	+$1.09K	0.01%	637
2024 Q2	$209K	Buy	+4,337	New	+$202K	0.01%	618
2023 Q3	–	Sell	-8,337	Closed	-$348K	–	657
2023 Q2	$348K	Sell	8,337 -15	-0.2%	-$611	0.02%	464
2023 Q1	$340K	Sell	8,352 -171	-2%	-$6.95K	0.02%	440
2022 Q4	$340K	Buy	8,523 +462	+6%	+$18.1K	0.03%	435
2022 Q3	$286K	Sell	8,061 -25,486	-76%	-$1.01M	0.02%	477
2022 Q2	$1.3M	Buy	33,547 +953	+3%	+$39.6K	0.11%	169
2022 Q1	$1.45M	Buy	+32,594	New	+$1.44M	0.11%	158
2021 Q4	–	Sell	-9,314	Closed	-$390K	–	568
2021 Q3	$390K	Buy	+9,314	New	+$398K	0.03%	418

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

Csenge Advisory Group's FDRR Position: Q2 2026 in Review

Csenge Advisory Group increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 0.61% in Q2 2026, buying an estimated $1.73K and bringing the position to 4,444 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #612.

Csenge Advisory Group first reported a position in FDRR in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.45M in Q1 2022. 113 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Csenge Advisory Group held 4,444 shares of Fidelity Dividend ETF for Rising Rates worth $288K as of Q2 2026.
Csenge Advisory Group bought 27 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $1.73K.
Fidelity Dividend ETF for Rising Rates made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #612 holding.
Csenge Advisory Group first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2021 and has held it in 16 quarters since.
Csenge Advisory Group's Fidelity Dividend ETF for Rising Rates position peaked at $1.45M in Q1 2022.
113 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.