D
FDRR icon

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

Dentgroup’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
2025
Q4 		$254K Buy
+4,169
New +$250K 0.17% 86
2025
Q3 		– Sell
-4,282
Closed -$232K – 95
2025
Q2 		$232K Buy
+4,282
New +$215K 0.16% 83

Other funds holding FDRR

AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CCM
Charter Capital Management Brookfield, Wisconsin $226M AUM 25.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return

Dentgroup's FDRR Position: Q4 2025 in Review

Dentgroup opened a new position in Fidelity Dividend ETF for Rising Rates (FDRR) in Q4 2025: 4,169 shares worth $254K. The stake represents 0.17% of the portfolio and ranks #86 among its holdings. This is a return to the name: Dentgroup previously reported a position in FDRR as recently as Q2 2025.

Dentgroup first reported a position in FDRR in Q2 2025 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold FDRR as of Q4 2025.

  • Dentgroup held 4,169 shares of Fidelity Dividend ETF for Rising Rates worth $254K as of Q4 2025.
  • Fidelity Dividend ETF for Rising Rates was a new Dentgroup position in Q4 2025.
  • Fidelity Dividend ETF for Rising Rates made up 0.17% of Dentgroup's portfolio in Q4 2025, its #86 holding.
  • Dentgroup first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2025 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.