Independent Financial Group’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Independent Financial Group’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	$347K	Buy	5,354 +17	+0.3%	+$1.09K	0.01%	1163
2026 Q1	$314K	Buy	5,337 +17	+0.3%	+$1.04K	0.01%	1138
2025 Q4	$325K	Buy	5,320 +529	+11%	+$31.7K	0.01%	1109
2025 Q3	$281K	Sell	4,791 -342	-7%	-$19.3K	0.01%	1121
2025 Q2	$278K	Buy	5,133 +32	+0.6%	+$1.61K	0.01%	1068
2025 Q1	$255K	Buy	5,101 +24	+0.5%	+$1.25K	0.01%	1004
2024 Q4	$261K	Buy	5,077 +37	+0.7%	+$1.94K	0.01%	955
2024 Q3	$260K	Buy	5,040 +22	+0.4%	+$1.09K	0.01%	932
2024 Q2	$242K	Buy	5,018 +24	+0.5%	+$1.12K	0.01%	943
2024 Q1	$232K	Buy	4,994 +26	+0.5%	+$1.17K	0.01%	902
2023 Q4	$218K	Sell	4,968 -1,428	-22%	-$58.7K	0.01%	857
2023 Q3	$254K	Buy	+6,396	New	+$267K	0.02%	736

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

Independent Financial Group's FDRR Position: Q2 2026 in Review

Independent Financial Group increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 0.32% in Q2 2026, buying an estimated $1.09K and bringing the position to 5,354 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #1163.

Independent Financial Group first reported a position in FDRR in Q3 2023 and has held it in 12 quarters since. 113 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Independent Financial Group held 5,354 shares of Fidelity Dividend ETF for Rising Rates worth $347K as of Q2 2026.
Independent Financial Group bought 17 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $1.09K.
Fidelity Dividend ETF for Rising Rates made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1163 holding.
Independent Financial Group first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2023 and has held it in 12 quarters since.
113 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.