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

IFP 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 Q1	$97.1K	Buy	1,651 +7	+0.4%	+$428	﹤0.01%	1861
2025 Q4	$100K	Buy	1,644 +72	+5%	+$4.32K	﹤0.01%	1787
2025 Q3	$92.1K	Buy	1,572 +6	+0.4%	+$339	﹤0.01%	1731
2025 Q2	$85K	Buy	1,566 +8	+0.5%	+$402	﹤0.01%	1731
2025 Q1	$77.8K	Buy	1,558 +8	+0.5%	+$415	﹤0.01%	1669
2024 Q4	$79.7K	Buy	1,550 +66	+4%	+$3.46K	﹤0.01%	1587
2024 Q3	$76.5K	Buy	1,484 +6	+0.4%	+$298	﹤0.01%	1534
2024 Q2	$71.3K	Buy	1,478 +7	+0.5%	+$327	﹤0.01%	1511
2024 Q1	$68.5K	Buy	1,471 +8	+0.5%	+$358	﹤0.01%	1461
2023 Q4	$64.3K	Sell	1,463 -778	-35%	-$32K	﹤0.01%	1440
2023 Q3	$89.2K	Buy	2,241 +8	+0.4%	+$333	﹤0.01%	1309
2023 Q2	$93.2K	Sell	2,233 -43	-2%	-$1.75K	﹤0.01%	1339
2023 Q1	$70.1K	Buy	2,276 +113	+5%	+$4.59K	﹤0.01%	1418
2022 Q4	$66K	Buy	2,163 +69	+3%	+$2.71K	﹤0.01%	2034
2022 Q3	$66K	Buy	2,094 +142	+7%	+$5.65K	﹤0.01%	2168
2022 Q2	$60K	Hold	1,952	–	–	﹤0.01%	2021
2022 Q1	$60K	Buy	1,952 +1,887	+2,903%	+$83.3K	﹤0.01%	2021
2021 Q4	$3K	Hold	65	–	–	﹤0.01%	2657
2021 Q3	$3K	Hold	65	–	–	﹤0.01%	2714
2021 Q2	$3K	Hold	65	–	–	﹤0.01%	2624
2021 Q1	$3K	Hold	65	–	–	﹤0.01%	2552
2020 Q4	$2K	Hold	65	–	–	﹤0.01%	2605
2020 Q3	$2K	Hold	65	–	–	﹤0.01%	2470
2020 Q2	$2K	Hold	65	–	–	﹤0.01%	2382
2020 Q1	$2K	Sell	65 -369	-85%	-$12.1K	﹤0.01%	2354
2019 Q4	$15K	Hold	434	–	–	﹤0.01%	1746
2019 Q3	$14K	Buy	+434	New	+$13.9K	﹤0.01%	1910
2019 Q1	$26K	Sell	825 -7,902	-91%	-$243K	﹤0.01%	1226
2018 Q4	$249K	Buy	8,727 +941	+12%	+$28.9K	0.02%	782
2018 Q3	$252K	Buy	7,786 +2,578	+50%	+$81.9K	0.01%	952
2018 Q2	$158K	Buy	+5,208	New	+$158K	0.01%	1204

Other funds holding FDRR

AAS

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

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 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 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IFP Advisors's FDRR Position: Q1 2026 in Review

IFP Advisors increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 0.43% in Q1 2026, buying an estimated $428 and bringing the position to 1,651 shares worth $97.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

IFP Advisors first reported a position in FDRR in Q2 2018 and has held it in 31 quarters since. The position peaked at $252K in Q3 2018. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

IFP Advisors held 1,651 shares of Fidelity Dividend ETF for Rising Rates worth $97.1K as of Q1 2026.
IFP Advisors bought 7 Fidelity Dividend ETF for Rising Rates shares in Q1 2026, an estimated $428.
Fidelity Dividend ETF for Rising Rates made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1861 holding.
IFP Advisors first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2018 and has held it in 31 quarters since.
IFP Advisors's Fidelity Dividend ETF for Rising Rates position peaked at $252K in Q3 2018.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.