IFG Advisory’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

IFG Advisory’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	$54.7K	Buy	+843	New	+$54K	﹤0.01%	1299

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 $1.55T AUM 33.47% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

IFG Advisory's FDRR Position: Q2 2026 in Review

IFG Advisory opened a new position in Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2026: 843 shares worth $54.7K. The stake represents ﹤0.01% of the portfolio and ranks #1299 among its holdings.

113 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

IFG Advisory held 843 shares of Fidelity Dividend ETF for Rising Rates worth $54.7K as of Q2 2026.
Fidelity Dividend ETF for Rising Rates was a new IFG Advisory position in Q2 2026.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1299 holding.
113 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.