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 Q2	$529K	Buy	8,151 +4,491	+123%	+$288K	0.1%	74
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 $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

Landaas & Company's FDRR Position: Q2 2026 in Review

Landaas & Company increased its Fidelity Dividend ETF for Rising Rates (FDRR) stake by 123% in Q2 2026, buying an estimated $288K and bringing the position to 8,151 shares worth $529K. The position accounts for 0.1% of the portfolio, ranked #74.

Landaas & Company first reported a position in FDRR in Q2 2024 and has held it in 9 quarters since. 114 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

Landaas & Company held 8,151 shares of Fidelity Dividend ETF for Rising Rates worth $529K as of Q2 2026.
Landaas & Company bought 4,491 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $288K.
Fidelity Dividend ETF for Rising Rates made up 0.1% of Landaas & Company's portfolio in Q2 2026, its #74 holding.
Landaas & Company first reported a position in Fidelity Dividend ETF for Rising Rates in Q2 2024 and has held it in 9 quarters since.
114 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on Landaas & Company's 13F filing for Q2 2026, filed 21 Jul 2026.