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

Integrated Advisors Network’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	$773K	Hold	13,150	–	–	0.04%	364
2025 Q4	$802K	Hold	13,150	–	–	0.04%	384
2025 Q3	$771K	Sell	13,150 -150	-1%	-$8.48K	0.03%	419
2025 Q2	$721K	Hold	13,300	–	–	0.03%	424
2025 Q1	$664K	Hold	13,300	–	–	0.03%	399
2024 Q4	$683K	Hold	13,300	–	–	0.03%	381
2024 Q3	$685K	Hold	13,300	–	–	0.03%	397
2024 Q2	$642K	Hold	13,300	–	–	0.03%	389
2024 Q1	$619K	Hold	13,300	–	–	0.03%	407
2023 Q4	$584K	Hold	13,300	–	–	0.03%	392
2023 Q3	$529K	Buy	13,300 +100	+0.8%	+$4.17K	0.03%	403
2023 Q2	$551K	Buy	13,200 +350	+3%	+$14.3K	0.03%	410
2023 Q1	$522K	Buy	12,850 +175	+1%	+$7.11K	0.03%	418
2022 Q4	$505K	Buy	12,675 +800	+7%	+$31.4K	0.03%	409
2022 Q3	$421K	Hold	11,875	–	–	0.03%	434
2022 Q2	$459K	Hold	11,875	–	–	0.03%	443
2022 Q1	$529K	Buy	11,875 +25	+0.2%	+$1.1K	0.03%	427
2021 Q4	$538K	Hold	11,850	–	–	0.03%	404
2021 Q3	$490K	Buy	11,850 +100	+0.9%	+$4.27K	0.03%	404
2021 Q2	$496K	Hold	11,750	–	–	0.04%	360
2021 Q1	$472K	Buy	11,750 +100	+0.9%	+$3.87K	0.04%	339
2020 Q4	$429K	Buy	11,650 +500	+4%	+$17.3K	0.05%	307
2020 Q3	$362K	Sell	11,150 -100	-0.9%	-$3.23K	0.05%	308
2020 Q2	$346K	Sell	11,250 -400	-3%	-$11.8K	0.04%	323
2020 Q1	$307K	Buy	+11,650	New	+$381K	0.06%	261

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

Integrated Advisors Network's FDRR Position: Q1 2026 in Review

Integrated Advisors Network held its Fidelity Dividend ETF for Rising Rates (FDRR) position steady in Q1 2026 at 13,150 shares worth $773K. The position accounts for 0.04% of the portfolio, ranked #364.

Integrated Advisors Network first reported a position in FDRR in Q1 2020 and has held it in 25 quarters since. The position peaked at $802K in Q4 2025. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

Integrated Advisors Network held 13,150 shares of Fidelity Dividend ETF for Rising Rates worth $773K as of Q1 2026.
Integrated Advisors Network left its Fidelity Dividend ETF for Rising Rates share count unchanged in Q1 2026.
Fidelity Dividend ETF for Rising Rates made up 0.04% of Integrated Advisors Network's portfolio in Q1 2026, its #364 holding.
Integrated Advisors Network first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2020 and has held it in 25 quarters since.
Integrated Advisors Network's Fidelity Dividend ETF for Rising Rates position peaked at $802K in Q4 2025.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.