FW
FDRR icon

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

Fairway 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
2026
Q1 		– Sell
-40
Closed -$2.44K – 219
2025
Q4 		$2.44K Buy
+40
New +$2.4K ﹤0.01% 200

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCM
Charter Capital Management Brookfield, Wisconsin $200M AUM 18.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Fairway Wealth's FDRR Position: Q1 2026 in Review

Fairway Wealth sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2026, closing a stake of 40 shares — an estimated $2.44K sold.

Fairway Wealth first reported a position in FDRR in Q4 2025 and held it in 1 quarter. The position peaked at $2.44K in Q4 2025. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

  • Fairway Wealth reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2026 after selling out during the quarter.
  • Fairway Wealth sold 40 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $2.44K.
  • Fairway Wealth first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and held it in 1 quarter.
  • Fairway Wealth's Fidelity Dividend ETF for Rising Rates position peaked at $2.44K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Fairway Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.