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Farther Finance Advisors’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Farther Finance Advisors’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 		$491K Buy
7,570
+1,959
+35% +$125K ﹤0.01% 1573
2026
Q1 		$332K Buy
5,611
+747
+15% +$45.7K ﹤0.01% 1681
2025
Q4 		$297K Buy
+4,864
New +$292K ﹤0.01% 1652

Other funds holding FDRR

PA
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
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
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
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Farther Finance Advisors's FDRR Position: Q2 2026 in Review

Farther Finance Advisors increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 35% in Q2 2026, buying an estimated $125K and bringing the position to 7,570 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Farther Finance Advisors first reported a position in FDRR in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

  • Farther Finance Advisors held 7,570 shares of Fidelity Dividend ETF for Rising Rates worth $491K as of Q2 2026.
  • Farther Finance Advisors bought 1,959 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $125K.
  • Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1573 holding.
  • Farther Finance Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.