FIG Financial Advisory Services’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

FIG Financial Advisory Services’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	-23,991	Closed	-$1.46M	–	70
2025 Q4	$1.46M	Buy	+23,991	New	+$1.44M	0.93%	26

Other funds holding FDRR

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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

FIG Financial Advisory Services's FDRR Position: Q1 2026 in Review

FIG Financial Advisory Services sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2026, closing a stake of 23,991 shares — an estimated $1.46M sold.

FIG Financial Advisory Services first reported a position in FDRR in Q4 2025 and held it in 1 quarter. The position peaked at $1.46M in Q4 2025. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

FIG Financial Advisory Services reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2026 after selling out during the quarter.
FIG Financial Advisory Services sold 23,991 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $1.46M.
FIG Financial Advisory Services first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2025 and held it in 1 quarter.
FIG Financial Advisory Services's Fidelity Dividend ETF for Rising Rates position peaked at $1.46M in Q4 2025.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on FIG Financial Advisory Services's 13F filing for Q1 2026, filed 10 Aug 2026.