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 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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

CFCS

CDM Financial Counseling Services Norwich, Connecticut $116M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

CX Institutional's FDRR Position: Q2 2026 in Review

CX Institutional increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 0.28% in Q2 2026, buying an estimated $256 and bringing the position to 1,417 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

CX Institutional first reported a position in FDRR in Q1 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

CX Institutional held 1,417 shares of Fidelity Dividend ETF for Rising Rates worth $92K as of Q2 2026.
CX Institutional bought 4 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $256.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #879 holding.
CX Institutional first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2025 and has held it in 6 quarters since.
15 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.