EW
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Element Wealth’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Element Wealth’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
Q1 		– Sell
-2,600
Closed -$134K – 187
2024
Q4 		$134K Hold
2,600
– – 0.07% 170
2024
Q3 		$134K Buy
2,600
+1
+0% +$50 0.07% 167
2024
Q2 		$125K Hold
2,599
– – 0.07% 157
2024
Q1 		$121K Hold
2,599
– – 0.07% 158
2023
Q4 		$114K Buy
2,599
+277
+12% +$11.4K 0.07% 151
2023
Q3 		$92.4K Buy
2,322
+1
+0% +$42 0.07% 153
2023
Q2 		$96.9K Buy
2,321
+405
+21% +$16.5K 0.07% 152
2023
Q1 		$77.9K Sell
1,916
-646
-25% -$26.2K 0.06% 149
2022
Q4 		$102K Buy
2,562
+116
+5% +$4.55K 0.08% 137
2022
Q3 		$87K Buy
2,446
+1,301
+114% +$51.8K 0.08% 129
2022
Q2 		$44K Buy
1,145
+80
+8% +$3.33K 0.04% 143
2022
Q1 		$47K Buy
+1,065
New +$47K 0.04% 159

Other funds holding FDRR

AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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 $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $208M AUM 72.91% 1-Year Est. Return

Element Wealth's FDRR Position: Q1 2025 in Review

Element Wealth sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2025, closing a stake of 2,600 shares — an estimated $134K sold.

Element Wealth first reported a position in FDRR in Q1 2022 and held it in 12 quarters. The position peaked at $134K in Q3 2024. 91 funds tracked by Wall St. Rank hold FDRR as of Q1 2025.

  • Element Wealth reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 2,600 Fidelity Dividend ETF for Rising Rates shares in Q1 2025, an estimated $134K.
  • Element Wealth first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2022 and held it in 12 quarters.
  • Element Wealth's Fidelity Dividend ETF for Rising Rates position peaked at $134K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.