F.L. Putnam Investment Management’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

F.L. Putnam Investment Management’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 Q1	–	Sell	-3,591	Closed	-$219K	–	585
2025 Q4	$219K	Buy	+3,591	New	+$215K	﹤0.01%	562

Other funds holding FDRR

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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 $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

F.L. Putnam Investment Management's FDRR Position: Q1 2026 in Review

F.L. Putnam Investment Management sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2026, closing a stake of 3,591 shares — an estimated $219K sold.

F.L. Putnam Investment Management first reported a position in FDRR in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

F.L. Putnam Investment Management reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2026 after selling out during the quarter.
F.L. Putnam Investment Management sold 3,591 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $219K.
F.L. Putnam Investment Management first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and held it in 1 quarter.
F.L. Putnam Investment Management's Fidelity Dividend ETF for Rising Rates position peaked at $219K in Q4 2025.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.