Landaas & Company’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Landaas & Company’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	$215K	Hold	3,660	–	–	0.05%	124
2025 Q4	$223K	Sell	3,660 -2,400	-40%	-$144K	0.05%	112
2025 Q3	$355K	Hold	6,060	–	–	0.08%	75
2025 Q2	$329K	Hold	6,060	–	–	0.08%	80
2025 Q1	$303K	Hold	6,060	–	–	0.08%	72
2024 Q4	$311K	Hold	6,060	–	–	0.09%	59
2024 Q3	$312K	Hold	6,060	–	–	0.09%	59
2024 Q2	$292K	Buy	+6,060	New	+$283K	0.09%	60

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

Landaas & Company's FDRR Position: Q1 2026 in Review

Landaas & Company held its Fidelity Dividend ETF for Rising Rates (FDRR) position steady in Q1 2026 at 3,660 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #124.

Landaas & Company first reported a position in FDRR in Q2 2024 and has held it in 8 quarters since. The position peaked at $355K in Q3 2025. 109 funds tracked by Wall St. Rank hold FDRR as of Q1 2026.

Landaas & Company held 3,660 shares of Fidelity Dividend ETF for Rising Rates worth $215K as of Q1 2026.
Landaas & Company left its Fidelity Dividend ETF for Rising Rates share count unchanged in Q1 2026.
Fidelity Dividend ETF for Rising Rates made up 0.05% of Landaas & Company's portfolio in Q1 2026, its #124 holding.
Landaas & Company first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2024 and has held it in 8 quarters since.
Landaas & Company's Fidelity Dividend ETF for Rising Rates position peaked at $355K in Q3 2025.
109 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2026.

Based on Landaas & Company's 13F filing for Q1 2026, filed 30 Apr 2026.