CX Institutional’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

CX Institutional’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	$43K	Sell	624 -793	-56%	-$54.4K	﹤0.01%	1042
2026 Q2	$92K	Buy	1,417 +4	+0.3%	+$256	﹤0.01%	879
2026 Q1	$83K	Buy	1,413 +4	+0.3%	+$245	﹤0.01%	888
2025 Q4	$86K	Buy	1,409 +23	+2%	+$1.38K	﹤0.01%	878
2025 Q3	$81K	Buy	1,386 +614	+80%	+$34.7K	﹤0.01%	861
2025 Q2	$42K	Buy	772 +189	+32%	+$9.49K	﹤0.01%	883
2025 Q1	$29K	Buy	+583	New	+$30.3K	﹤0.01%	911

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

CX Institutional's FDRR Position: Q3 2026 in Review

CX Institutional reduced its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 56% in Q3 2026, selling an estimated $54.4K and leaving 624 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

CX Institutional first reported a position in FDRR in Q1 2025 and has held it in 7 quarters since. The position peaked at $92K in Q2 2026. 20 funds tracked by Wall St. Rank hold FDRR as of Q3 2026.

CX Institutional held 624 shares of Fidelity Dividend ETF for Rising Rates worth $43K as of Q3 2026.
CX Institutional sold 793 Fidelity Dividend ETF for Rising Rates shares in Q3 2026, an estimated $54.4K.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1042 holding.
CX Institutional first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2025 and has held it in 7 quarters since.
CX Institutional's Fidelity Dividend ETF for Rising Rates position peaked at $92K in Q2 2026.
20 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.