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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$314K	Buy
2025 Q4	$325K	Buy
2025 Q3	$281K	Sell
2025 Q2	$278K	Buy
2025 Q1	$255K	Buy
2024 Q4	$261K	Buy
2024 Q3	$260K	Buy
2024 Q2	$242K	Buy
2024 Q1	$232K	Buy
2023 Q4	$218K	Sell
2023 Q3	$254K	Buy