Kerr Financial Planning’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Kerr Financial Planning’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	$121K	Buy	1,870 +12	+0.6%	+$768	0.14%	118
2026 Q1	$116K	Buy	1,858 +12	+0.7%	+$734	0.08%	116
2025 Q4	$114K	Buy	1,846 +9	+0.5%	+$540	0.15%	115
2025 Q3	$110K	Buy	+1,837	New	+$104K	0.15%	110

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

Kerr Financial Planning's FDRR Position: Q2 2026 in Review

Kerr Financial Planning increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 0.65% in Q2 2026, buying an estimated $768 and bringing the position to 1,870 shares worth $121K. The position accounts for 0.14% of the portfolio, ranked #118.

Kerr Financial Planning first reported a position in FDRR in Q3 2025 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Kerr Financial Planning held 1,870 shares of Fidelity Dividend ETF for Rising Rates worth $121K as of Q2 2026.
Kerr Financial Planning bought 12 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $768.
Fidelity Dividend ETF for Rising Rates made up 0.14% of Kerr Financial Planning's portfolio in Q2 2026, its #118 holding.
Kerr Financial Planning first reported a position in Fidelity Dividend ETF for Rising Rates in Q3 2025 and has held it in 4 quarters since.
113 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.